Archive
Wealth Management
What’s The Future Of Social Security? – A CFP®’s Opinion
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...
Make 2019 The Year You Got Real
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....
Poll Recap: Which Wealth Killer Is Costing You?
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...
Poll Recap: Have You Frozen Your Credit?
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...
The Offense and Defense of Financial Planning
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...
Wisconsin Parents: You’re Eligible For A $100 Rebate
Beginning May 15, the Wisconsin Department of Revenue will be allowing parents to claim a $100 rebate per child. Look for a Department of Revenue website to go live the 15th. Parents should have their child’s social security number, date of birth, and...
Someone’s Making Money In The House Flipping Industry
Fixer-Upper. Flip or Flop. Desert Flipper. Beach Flip. Masters of Flip. There is a long list of TV shows dedicated to the practice of buying a distressed property, pouring in energy and resources to improve the house, and hopefully selling it at a...
Are Today’s Students Prepared To Make Financial Decisions?
Are Today's Students Prepared To Make Financial Decisions? A new study finds U.S. high schools are missing the mark on personal finance Source: http://www.visualcapitalist.com/students-prepared-financial-decisions/ Advisory Services offered through Annex...
The February Jobs Report
https://blogs.wsj.com/briefly/2018/03/09/february-jobs-report-the-numbers-4/ https://www.cnbc.com/2018/03/09/labor-force-increase-is-biggest-since-2003-as-many-americans-finally-get-back-to-work.html Advisory Services offered through Annex Wealth...
Unleash the Power of What's Next
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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