HSA & High Deductible Plan Questions & Answers Sep 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...
What Employers Should Consider About High-Deductible Plans & HSAs Sep 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....
What’s An Expense Ratio? | Expense Ratio Definition Aug 27, 2020 What’s an expense ratio? How is it calculated, and how is it paid? If you’re wondering about this key investment term, Annex Wealth Management’s Tom Parks has a simple answer....
What’s A Target Date Fund? | Target Date Fund Definition Aug 20, 2020 Also referred to as “lifecycle funds”, target date funds are an increasingly popular investment option in employer-sponsored 401(k) plans and if your company retirement plan has a default...
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...
