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Axiom 79 Poll

For 2017, the top resolutions were losing weight at 12 percent, getting a better job at 10 percent, exercising more at 9 percent, stopping smoking at 9 percent, improving one’s health at 9 percent, being a better person at 8 percent. eating healthier also at 8...
MoneyDo: Evaluate capital gains or losses for the year.

MoneyDo: Evaluate capital gains or losses for the year.

This week’s MoneyDo takes a look at another key component of wealth management – evaluating gains and losses. Don’t let the crush of have-to’s and shopping lists crowd out this critical “MoneyDo.” There are two good reasons for reviewing your taxable investment...

Ask Annex: Traditional IRA or Roth IRA?

Ask Annex Question I need to fund my HAS in retirement. I’m a year away from medicare. Should I fund it from a distribution from my Traditional IRA or Roth IRA? Wouldn’t the Roth be the better choice from a tax standpoint? -Alan Ask Annex Answer Alan, The current...

Axiom Vol 76

12/10/17 QUIZ: Is The Charity Worth Your Donation? 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” is: Prepare to...

Axiom Vol 74

11/26/17 POLL: How Much Will You Spend This Holiday Season? Americans who will purchase holiday gifts during the 2017 holiday season plan to spend $660 on average, about the same as in 2016 ($657), and 60% of those who plan to purchase gifts in 2017 say they will...