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Axiom Vol 65

9/24/17 FEATURED: 94% of Americans failed this financial quiz – here are the 4 hardest questions CLICK HERE to take the quiz EVENTS   We’ll Cover: • Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less • If you...
MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity

MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity

Estate Planning in a Digital Age You may already have an estate plan, (if you don’t, make sure you contact us to set one up) but your current plan might not reflect how you manage your life today. More and more people are also paying expenses electronically. If...

Axiom Vol 64

9/17/17 FEATURED: Is Congress Really Coming For Your Retirement Plan? You may have seen headlines over the past few months indicating that your retirement plan is at risk. Is Congress really coming after your retirement plan? Annex Wealth Management’s Tom Parks...
MoneyDo: Know what you own.

MoneyDo: Know what you own.

One of the key tenets of Annex Wealth Management’s investment philosophy is a balanced portfolio. If you’re trying to manage your own portfolio, the only way you can understand if your portfolio is balanced is to know what you own. Annex Wealth Management’s Chief...