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It seems like everyone has an opinion on the health of our Social Security system, and often, the outlook is filled with doom and gloom. At Annex Wealth Management, it seems that the younger the person we meet, the more likely he or she holds a negative view on the...
January is typically our “get serious” month, when we’ll try to “get serious” about all sorts of things, from relationships to diet and our retirement goals. Let me suggest setting up a budget may be as good for you as a healthy diet – and as ineffective. At some...
Poll Recap:Our piece and poll on “Wealth Killers” struck a chord with Axiom readers, and for many of them – especially those over age 50 – the biggest response was “none of the above,” indicating they’re the wise sort of spenders you’d expect in our readership. Nearly...
Poll Recap: It’s been over a year since Equifax announced its data breach, which affected the personal information of over 145 million people. A recent poll sponsored by a credit card website seems to show that the majority of people have done nothing to protect their...
The Offense & Defense Of Financial Planning It’s almost football season, and after a few months away from the sport, many of us are itching to take our place in our favorite chair, ready to dissect offenses and defenses. Armchair quarterbacking is even...
