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Axiom Vol 68

10/15/17 FEATURED: The Annex Wealth Management Show This week on the Annex Wealth Management Show, Annex Wealth Management’s President and CEO David Spano and Chief Investment Officer Derek Felske discussed the week in markets and financial news, as well as...

Axiom Vol 66

10/1/17 FEATURED: Introducing Mandy Nowaczynski, CPA, CFP Mandy Nowaczynski, CPA, CFP is a key member of the Annex Wealth Management team. She works alongside our Planning team and with clients as a tax planner. WATCH IT EVENTS We’ll Cover: • Your retirement savings...

Axiom Vol 67

10/8/17 POLL: How Do You Plan On Paying For Your Summer Vacation? EVENTS Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.” This weeks’...
MoneyDo: Understand Your Options For Medicare Open Enrollment

MoneyDo: Understand Your Options For Medicare Open Enrollment

What you need to know: if you’re over sixty five or caring for someone over age sixty five, we’re nearing a critical part of the year: open enrollment for Medicare. Open enrollment is the designated time of the year you can enact a change to your or your loved one’s...
How Do You Plan On Paying For Your Summer Vacation?

How Do You Plan On Paying For Your Summer Vacation?

A recent poll says that 8 in 10 Americans pay for their summer vacation with savings. Do you? How do you plan on paying for your summer vacation?*Using money you have saved upPutting it on a credit cardUsing rewards points or milesTaking out a personal loanSome other...