Archive
Ramifications Of Inheriting Money Aug 27, 2021 When you have a well-constructed estate plan in place, it makes distribution of assets far easier after you pass. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD covers key aspects of inheriting money...
8 Millionaire Myths Jun 30, 2021 Brandon Lehman, CFP® helps us separate fact from fiction when it comes to millionaires. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections from our radio programs.
What's A Mutual Fund Share Class? | Mutual Fund Share Class Definition Jun 8, 2021 What's a mutual fund share class and what do you need to know about it before you invest? Annex Wealth Management's Tom Parks explains and discusses why understanding share classes -...
Why Musicians Are Selling Their Catalogs & What It Means For YOUR Financial Plan May 5, 2021 Chances are, you've never written a song or gone on tour - but that doesn't mean you can't put things in order through a well thought-out estate plan that sings in harmony...
How Much Life Insurance Do You Need? | Financial Planning Apr 20, 2021 The answer isn't the same for everyone. Annex Wealth Management's Senior Financial Planner, Ron Johnson, CFP® walks us through how to calculate a life insurance plan - and how working with an...
Stuff Tom Hears | 401(k) Services Apr 19, 2021 Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® encounters a lot of retirement-related questions, from a lot of people. Some simple, some complex, some...mind-boggling. Subscribe to Annex Wealth Management’s...
Estate Planning 101: Don't Make These Celebrity Mistakes Apr 1, 2021 Millions of dollars left behind with only sticky note instructions. Multiple children and ex-wives surfacing as claimants. Massive debts left to be paid. Annex Wealth Management's Estate Planning...
Annex Insurance Planning Mar 17, 2021 As a fee-only fiduciary, Annex Wealth Management will never sell you a product. Which means, we don’t sell insurance. What we will do: help you identify when there is a true financial planning need for insurance and then connect...
Healthcare For Early Retirees Mar 16, 2021 For some, the pandemic helped to decide they'd had enough and it was time to retire early. However, since Medicare doesn't start until age 65 - what does an early retiree do when it comes to health insurance? To answer that...
Moving In Retirement: Residence Vs. Domicile Mar 10, 2021 There are a myriad of financial and nonfinancial considerations in picking a domicile. If you are considering a change of domicile or have concerns about planning where your primary residence might be, our team...