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Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA,...
The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This wave will have implications for the economy, healthcare, housing, and the workforce. Today, we’re diving into what this...
Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of future dreams like buying a home or starting a family. Today we’re talking with Tom Berkholtz, CFP®, EA, ECA, Manager...
What’s happening with tariffs under the IEEPA Act? Brian Jacobsen discusses these tariffs and the Supreme Court’s decisions.
#annexwealth #feeonly #fiduciary #ieepa #tariffs
#annexwealth #feeonly #StraitOfHormuz
Brian Jacobsen and Tom Parks talk about difficulty selling physical silver and gold, despite their market pricing.
#annexwealth #feeonly #fiduciary #gold #silver
Talking about money with family can be tricky, even when everyone has the best intentions. Deanne Phillips, CFP®, CDFA®, ABFPsm discusses strategies to navigate family money talks calmly and effectively.
Donor-advised funds are getting a lot of attention. They’re flexible, tax-smart, and can make a big difference in how you plan your giving. Gregory Vidmar, CFP® breaks down what they are, why they matter, and how they can fit into your year-end strategy.
In Schwab’s latest survey, Americans say about $2.3 million makes them feel wealthy. But wealth isn’t just about money - so let’s explore what that really means.
Deanne Phillips, CFP®, CDFA®, ABFPsm helps shed light on how thoughtful financial planning can ease the burden of caregiving and uncover potential tax advantages.
The “solo aging” trend is reshaping not just lifestyle decisions but also financial, legal, housing, and health-care planning. Financial Planning Specialist, Arabella Parins, CFP® is here to discuss.
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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