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Poll Recap: What Are You Worried About When It Comes To Retirement?
A recent study said that people are more confident about their retirement readiness than five years ago. In our last poll, we asked readers: What is your top concern when it comes to your retirement plan?Nearly half of our Axiom readers reported that...
Poll: What Are You Worried About When It Comes To Retirement?
A recent study said that people are more confident about their retirement readiness than five years ago.
Poll Recap: Have You “Cut The Cord” & Cancelled Cable?
Last week we asked you about “cord-cutting” – the growing number of people who are cancelling their cable in favor of entertainment delivered through internet streaming.Your answers mirrored current trends – while a sizable portion of respondents have...
Have You “Cut The Cord” & Cancelled Cable?
Poll Recap: Do You Own An Annuity
In 2018 the Annex Wealth Management Financial Planning team analyzed over 280 annuities. Often times, the folks they worked with weren’t sure what their annuities did or how they even operated.So we asked Axiom readers: How about you? Do you own an...
Poll: Do You Own An Annuity
In 2018 the Annex Wealth Management Financial Planning team analyzed over 280 annuities. Often times, the folks they worked with weren’t sure what their annuities did or how they even operated. How about you? Do you own an annuity? Are you confident on how it works,...
Poll: Have You Frozen Your Child’s Credit?
Conflicts of Interest, Hiding in Plain Sight
The Wall Street Journal reports that “Many major brokers, banks and financial advisers take revenue-sharing payments—legal kickbacks that mutual-fund companies pay to reward sales of particular funds. Such payments vary from 0.01% to about 0.15% of the...
Poll Recap: How Much Do You Expect To Spend This Holiday Season?
Consumers say they will spend an average of $1,007.24 during the holiday season this year, up 4.1 percent from the $967.13 they said they would spend last year, according to the annual survey released today by the National Retail Federation and Prosper...
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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.
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