The Annex Wealth Management Blog

Moneydo

MoneyDo: Discover What Probate Is & When It’s Needed

Discover What Probate Is & When It's Needed   Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...

MoneyDo: Get Organized For Income Taxes

Get Organized For Income Taxes   You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...

MoneyDo: Audit The Financial Advice You’re Receiving

Audit The Financial Advice You're Receiving   In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This week,...

MoneyDo: Know What You Own: Equities

Know What You Own: Equities   This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio or haven’t looked in months or years. In the United States,...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 2

Consider These 11 Reasons To Start Estate Planning | Part 2   Last week, we started out the year with things to get you thinking about doing your estate plan.  You can check it out HERE. This week we continue on the same path with a few more things that may help...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 1

Consider These 11 Reasons To Start Estate Planning | Part 1   Estate Planning is often thought of as something we all need eventually, but many of us put it off. Unfortunately, there are too many instances where people never get around to putting a plan together...

MoneyDo: Set Financial Goals For The New Year

Set Financial Goals For The New Year   Now that the holidays are upon us (and its associated expenses) it is a great time to look at setting goals for 2021. You may be thinking about fitness goals or health goals, but do not forget about financial goals too. ...

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan This week’s MoneyDo tasks a key component of wealth management – rebalancing your portfolio.  Don’t let the crush of holiday have-to’s and shopping lists crowd out this critical “MoneyDo.”2020 certainly...

MoneyDo: How To Hire An Estate Planning Attorney

MoneyDo: How To Hire An Estate Planning Attorney Holistic wealth management includes developing a comprehensive estate plan. While Annex has attorneys on staff, they cannot provide legal representation to individuals to draft customized estate plans. As such, hiring...

MoneyDo: Early Retirees: How To Bridge The Health Insurance Gap

MoneyDo: Early Retirees: How to Bridge The Health Insurance Gap Are you thinking of retiring before 65? Have you thought about what type of health insurance you’ll need to bridge the gap until you can apply for Medicare? It’s important to have a plan in place for...

MoneyDo: Know What You Own: Alternatives

MoneyDo: Know What You Own: Alternatives Throughout the year, we’ve been encouraging you to know what you own – beyond the name of the investment, to what type of investment, what’s in it, and how it affects your portfolio, and ultimately, your financial plan.In the...

MoneyDo: Know How Roth & Traditional Accounts Could Help You

MoneyDo: Know How Roth & Traditional Accounts Help You  When it comes to saving for retirement, you’ve been given several tools designed to help you optimize your savings. Two of them are: Roth and Traditional Retirement AccountsWe all wish the government would...

MoneyDo: Estate Planning: Control Beyond The Grave

MoneyDo: Estate Planning: Control Beyond The Grave In a year where so much feels out of control, it is important to not only think about your financial situation and personal estate plan, but also to think about the legacy you may leave to your heirs. This week’s...

MoneyDo: Buy Low, Sell High, Diversify

MoneyDo: Buy Low, Sell High, Diversify Diversification is a key part of a well-crafted portfolio. When an investor diversifies, he or she spreads investments across different sectors and investment vehicles.Many studies and mathematical models show that maintaining a...

MoneyDo: Estate & Trust Administration

MoneyDo: Estate & Trust Administration Few people have extensive experience settling the final affairs for a loved one, as you may only find yourself in that situation once or twice in a lifetime. Perhaps with a parent or a spouse, which means we are often...

MoneyDo: When To Review Your Estate Plan

MoneyDo: When To Review Your Estate Plan   While August is “Make a Will” Month, it’s also a good time to make sure you review any existing estate planning documents that you have.  Estate planning, like financial planning, is an ongoing and evolving process that...

MoneyDo: Consider Paying Off Your Mortgage Early

MoneyDo: Consider Paying Off Your Mortgage Early   Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as...

MoneyDo: Consider A Roth Conversion

MoneyDo: Consider A Roth Conversion   Many folks nearing retirement have amassed a significant nest egg in a retirement account. Traditional retirement accounts have special tax circumstances: funds are contributed to these accounts before the associated income...

MoneyDo: The End Of “Stretch” IRAs

MoneyDo: The End Of "Stretch" IRAs Over the last 6 months there has been a significant amount of legislation that has impacted IRAs, including the permanent law changes of the SECURE Act and the temporarily relief under the CARES Act. It’s important to understand how...

MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where

MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s...

MoneyDo: Understand Your Charitable Planning Options

MoneyDo: Understand Your Charitable Planning Options It has been over to 100 years since a pandemic has impacted our society in the manner of COVID-19. It has impacted many of us financially and those without financial struggle are wondering how we can help. Churches,...

MoneyDo: Review Your Retirement Plan Contributions & Investments

MoneyDo: Review Your Retirement Plan Contributions & Investments   Most of us have never been involved in a health crisis so severe that it created a massive economic disruption. But many of us have experienced a devastating economic disruption. Whether it is...

DYADT: Independent Custodians

Independent Custodians   Annex Wealth Management uses three independent custodians: Charles Schwab, TD Ameritrade, and Fidelity to hold client money, instead of holding it ourselves. The custodian serves as a gatekeeper and watchdog for client accounts. As the...

MoneyDo: Maximize Tax Benefits Of Your Charitable Donations

MoneyDo: Maximize Tax Benefits Of Your Charitable Donations   We can debate whether or not we should be playing Christmas music this time of year, but most of us agree: ‘tis the season for donations to our favorite charities. This week’s MoneyDo is “Consider how...

MoneyDo: Ask Key Questions Before Paying Off Your Mortgage Early

MoneyDo: Ask Key Questions Before Paying Off Your Mortgage Early No matter if you’re nearing retirement and looking to remove a monthly expense, or simply seeking peace of mind by eliminating debt, you may be considering paying off your mortgage.Before you write out...

MoneyDo: Understand Your Tax Withholding

MoneyDo: Understand Your Tax Withholding. Now more than ever, it seems we have way too many things begging for our attention. There’s that little red circle on your phone. TV Stations have crawls of information for you to read while announcers read even more...

MoneyDo: Organize Your Estate & Financial Details

MoneyDo: Organize Your Estate & Financial Details   During this time of year spring cleaning is a chance to re-fresh, re-organize and declutter. Whether it's your closet, garage or that back flower bed there's always something to do. This week’s MoneyDo is to...

MoneyDo: Consider Investing in Employer Stock

MoneyDo: Consider Investing in Employer Stock Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s stock, if it’s an available...

MoneyDo: Consider Saving For College Using A 529 Plan

MoneyDo: Consider Saving For College Using A 529 Plan It’s August already – that time of the year when a good number of us get back to writing checks for college or even private school tuition.If you’re considering how you can be better prepared to make tuition...

MoneyDo: Start A Conversation About The Family Vacation Home

MoneyDo: Start A Conversation About The Family Vacation HomeEstate planning can be difficult to undertake for a variety of reasons, including the process of considering who will inherit your wealth upon your passing. Financial accounts and assets feel – and often are...

MoneyDo: Get Familiar With Your Credit Report

MoneyDo: Get Familiar With Your Credit ReportWe’ve always recommended that folks review their credit report annually to understand what’s on it and how it affects your score.Now more than ever, it’s critical to know where you can get a copy of your credit report and...

MoneyDo: Review Your Estate Plan

MoneyDo: Review Your Estate Plan Estate planning, like financial planning, is an ongoing and evolving process that requires regular check-ins and reviews to ensure everything is in order. In a few prior MoneyDos, we’ve discussed the importance of account titling and...

MoneyDo: Career Planning With Your Child

MoneyDo: Career Planning With Your Child As your child enters high school, it’s time to begin considering their entrance into workforce. Start by spending time with your child, discussing his or her strengths, weaknesses, and where their passions lie. In this week’s...

MoneyDo: Review Your 401(k) Contribution

MoneyDo: Review Your 401(k) Contribution Do you know how much you’re contributing to your 401(k) account? Many Americans aren’t sure. In fact, about 2/3 of Americans aren’t even invested in their company’s 401(k) or retirement plan. If you aren’t invested, you should...

MoneyDo: Consider What To Do If You Inherit An IRA

MoneyDo: Consider What To Do If You Inherit An IRA We’ve discussed the importance of beneficiary designations previously in MoneyDo. This week’s MoneyDo focuses on IRA beneficiaries: Consider what you should do if you inherit an IRA.Simply put, you have to do two...

MoneyDo: Understand Your Pension and Lump Sum Payment Options

MoneyDo: Understand Your Pension and Lump Sum Payment OptionsAlthough pensions are becoming less common across the country, workers with many years of work history may have a pension as part of their benefits.  Some companies who have pensions see the massive...

MoneyDo: Know What You Own When It Comes To Alternative Investments

MoneyDo: Know What You Own When It Comes To Alternative Investments Over the past few weeks, we’ve been encouraging you to know what you own – beyond the name of the investment, to what type of investment, what’s in it, and how it affects your portfolio, and...

MoneyDo: Protect Yourself/Family from Financial Elder Fraud

MoneyDo: Protect Yourself/Family From Financial Elder Fraud   Most of us have taken steps to protect ourselves from the menace of identity theft, from freezing our credit to even adding protections to our computers and email. While Identity Theft is trouble,...

MoneyDo: Know what you own: Fixed Income

MoneyDo: Know what you own: Fixed Income   This week’s MoneyDo again encourages you to know what own – this time by taking a close look at your fixed income holdings. Fixed Income refers to investments that deliver a stable flow of money, often independent of...

MoneyDo: Know What You Own – International Equities

MoneyDo: Know What You Own – International Equities   This week’s MoneyDo continues our advice to “Know What You Own,” specifically when it comes to International Equities. As we mentioned in an earlier MoneyDo, while it sounds rudimentary, we find that many...

MoneyDo: Discover What Probate Is & When It’s Needed

Money Do – Discover What Probate Is And When It’s Needed  Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily-publicized cases that...

MoneyDo: Know What You Own – US Equities

MoneyDo: Know What You Own - US Equities This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio, or haven’t looked in months or years.In the United States,...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 2

Consider These 11 Reasons To Start Estate PlanningPart 2When 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...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 1

Consider These 11 Reasons To Start Estate PlanningPart 1 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...

MoneyDo: Reviewing Account Titles and Beneficiary Designations

Review Account Titles & Beneficiary Designations   Account titling is an important part of getting your assets organized and aligned with your estate planning goals.  Account titling refers to who is listed as an owner of an asset, and the type of ownership....

MoneyDo: Consider Who Can & Will Act As Your Power of Attorney

Consider Who Can & Will Act As Your Power of Attorney   As we age, it becomes increasingly important to have financial powers of attorney in place to ensure someone can manage our finances once we’re unable to do so. Who you select in that role is a critical...

Money Do: Beware Conflicting Opinions On Your Asset Allocations

Beware Conflicting Opinions On Your Asset Allocations   Search “how to allocate your portfolio” on your favorite search engine, and you’ll be treated to more than 17 million results. If you looked at each one of those search results for a second, it would take...

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