Events
Blog
Archive
April 15th is fast approaching. Many of us know that date as the deadline to submit taxes, but it’s actually a deadline for other savings activities you might take advantage of: If you haven’t maximized your contributions for 2019, the IRS allows you to make a...
Most people over 70½ years old know what their 2019 required minimum distribution (RMD) will be. Before you or someone you know starts taking that RMD, make sure to consider the new tax law that went into effect this year. The new tax law sought to lower tax rates and...
MoneyDo: If You’re Looking To Find A More Tax-Friendly State, Look At These Key Factors... With the new federal tax law in effect, there has been a lot of talk about the change in the SALT (state and local tax) deduction, a deduction we receive for state income...
MoneyDo: Potential Early Retirees - Consider What Health Insurance Option Will Help Bridge the Gap Until You Apply For Medicare Are you thinking of retiring before 65? Have you thought about what type of health insurance you'll have to bridge the gap until you...
MoneyDo: Set Retirement Goals. Ask someone if they’ve set retirement goals, and you might hear a response that has something to do with travel.While travel could fill many days of your retirement, in the end, it won’t fill the entire year. Even if you chose to travel...
MoneyDo: Consider Opening - Or Contributing To - A Health Savings Account. Health care, both during working years and retirement years, is a large expense and continues to grow. The average growth rate for the past several years has been between 6%-7%, growing at a...
MoneyDo: Share your financial goals with someone. We just passed Valentine’s Day, which is when we celebrate relationships and feelings that hold so many of us together. We truly are social creatures. More and more scientists are discovering the power of interacting...
MoneyDo: Start saving for the holidays now. It’s time to start talking about Christmas.No, this isn’t a misprint, and it’s not a retread of a past MoneyDo. In fact, we’ll be talking about this MoneyDo item in about 9 months.Last year, over half of holiday shopping had...
MoneyDo: Align your portfolio's risk. Risk. Many associate the word risk with other words like danger or caution. Talking about risk could be an opportunity to give you peace of mind.In this week’s MoneyDo, we suggest you Align your portfolio’s risk with your risk...
MoneyDo: Consider if you need life insurance. If so, how much? What would happen to your family if you were to die suddenly? Are they dependent on your income from work? Will there be enough funding for other expenses? Part of planning involves hard questions...
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
Sign Up For The Axiom®
