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...
MoneyDo: Estate Planning: Control Beyond The Grave In a year where so much feels out of control, it is important to not only think about your financial situation and personal estate plan, but also to think about the legacy you may leave to your heirs. This week’s...
MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan In the immortal words of Benjamin Franklin: “In this world, nothing can be said to be certain, except death and taxes”. At Annex Wealth Management, we understand Franklin’s...
MoneyDo: Consider Paying Off Your Mortgage Early Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as...
