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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...

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: 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 63

9/10/17 What Do You Know: Are You In The Top 30 Percent? Only 30 percent of respondents could answer all three of these questions correctly. Can you? EVENTS 7 Secrets Financial Professionals Don’t Want You to Know September 19 @ 6:00 pm – 7:30 pm Annex Wealth...