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Week In Review Markets Love Gridlock – And Odds Are, We’ll See It In Washington November 14, 2020 As we wait certified election results and a runoff in Georgia, the markets continue to rise. A GOP majority in Senate could deliver gridlock, which the...
401(k) Fees: Everything You Need To Know Oct 20, 2020 A recent article slammed the 401(k) system, saying “401(k) fees are eating clients’ retirement savings.” Annex Wealth Management’s Director of Retirement Plan Services, Tom Parks , AIF®, CRPS® responds to the...
Common Questions Asked During Client Meetings | Part 1 Oct 8, 2019 What are some of the more frequent questions asked by clients during meetings at Annex Wealth Management? Let's find out. Subscribe to Annex Wealth Management’s YouTube channel for more informative...
Remarriage Pitfalls Oct 5, 2020 Annex Wealth Management's Estate Planning Attorney, Jill Martin, JD, discusses why it's important to review your estate plan when contemplating, initiating, or finalizing a divorce - and eventually when contemplating remarriage....
HSA & High Deductible Plan Questions & AnswersSep 24, 2020 Are HSAs worth it even if your employer doesn't contribute? Annex Wealth Management's Tom Parks and USI's Patrick Reid tackle this question and a few more generated by their last conversation about...
What Employers Should Consider About High-Deductible Plans & HSAsSep 10, 2020 Annex Wealth Management's Tom Parks and USI Insurance Services Patrick Reid discuss considerations employers should make about high-deductible insurance and HSAs for employees. Subscribe...
August Is National Make A Will Month Aug 17, 2020 If you’re at a place in your life where your responsibilities and priorities extend beyond yourself, it’s time to put pen to paper and make your wishes and oral arrangements legally binding through various estate...
Do You Need An Estate Plan For Your Family Vacation Home? Jun 12, 2020 The answer is yes. Jill Martin, JD, Estate Planning Attorney at Annex Wealth Management, is here to talk about building a plan for your vacation property - and how planning now prevents problems...
COVID-19 & Estate PlanningApr 24, 2020 Jill Martin, JD., Estate Planning Attorney at Annex Wealth Management, is here to discuss how the Coronavirus impacts estate planning. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key...
How Will The SECURE Act Affect Your Estate Plan?Jan 16, 2020 Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD, discusses how the SECURE Act will impact your estate plan. Subscribe to Annex Wealth Management’s YouTube channel for more informative...
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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