Set Financial Goals For The New Year Now that the holidays are upon us (and its associated expenses) it is a great time to look at setting goals for 2021. You may be thinking about fitness goals or health goals, but do not forget about financial goals too. ...
MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan This week’s MoneyDo tasks a key component of wealth management – rebalancing your portfolio. Don’t let the crush of holiday have-to’s and shopping lists crowd out this critical “MoneyDo.”2020 certainly...
MoneyDo: How To Hire An Estate Planning Attorney Holistic wealth management includes developing a comprehensive estate plan. While Annex has attorneys on staff, they cannot provide legal representation to individuals to draft customized estate plans. As such, hiring...
MoneyDo: Early Retirees: How to Bridge The Health Insurance Gap Are you thinking of retiring before 65? Have you thought about what type of health insurance you’ll need to bridge the gap until you can apply for Medicare? It’s important to have a plan in place for...
MoneyDo: Know What You Own: Alternatives Throughout the year, we’ve been encouraging you to know what you own – beyond the name of the investment, to what type of investment, what’s in it, and how it affects your portfolio, and ultimately, your financial plan.In the...
MoneyDo: Know How Roth & Traditional Accounts Help You When it comes to saving for retirement, you’ve been given several tools designed to help you optimize your savings. Two of them are: Roth and Traditional Retirement AccountsWe all wish the government would...
