Common Questions Asked During Client Meetings | Part 2 Oct 16, 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...
Estate Planning: The Importance Of Proper Beneficiaries Oct 8, 2019 Not keeping beneficiaries current can be a costly mistake. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD, explains why proper beneficiary designations are a critical...
Estate Planning: Leaving Money To Minors Sep 16, 2019 Jill Martin is the Estate Planning Attorney at Annex Wealth Management and she works with clients on a wide array of matters, including: how to properly leave money to minors. Subscribe to Annex Wealth Management’s...
11 Reasons To Consider Estate Planning Jun 7, 2019 When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at other...
Questions about 401(k) Rollovers Apr 10, 2019 Tom Parks, Director of Retirement Plan Services at Annex Wealth Management, sits down to answer some questions regarding 401(k) Rollovers. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos...
The Power of HSAs (Healthcare Savings Accounts) Feb 13, 2019 HSAs (Healthcare Savings Accounts) are powerful tools when properly used in a financial plan. We’ll cover: what they do, how they do it and give real-life examples from our Annex Wealth Management team....
