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Have a question for the team at Annex Wealth Management? We’re listening! Use this form to submit your inquiries. We often address listener questions on our radio show, offering direct perspectives you won’t want to miss. Your question could be the next topic of conversation.

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You Asked, We Answered.

If I’d like to leave money for my kids, why wouldn’t I take Social Security at 62 and use that for living expenses rather than chewing into my investments? Watch below ↓

My HYSA is now below 4%. Is it worth the hassle to chase higher yields? Watch below ↓

Does a Strategic Bitcoin Reserve make sense to anyone? Watch below ↓

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