Money Talk MinuteWalmart+ Makes A Move Starting on Friday, December 4th, Walmart Plus customers will get free next-day or 2-day shipping for everything, without the previous $35 minimum.Get Started Recent...
Elder Orphans and Solo Agers Nov 25, 2020 At Annex Wealth Management, we have clients who are part of huge families, some are traditional families, some are blended families, and then there are single clients who turn to their financial advisors for the same kind of...
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...
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...
