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FEATURED ARTICLES

MoneyDo: Set Financial Goals.

Now that the holidays have passed, including the expenses of the holidays, it’s a great time to look at setting some financial goals for 2018. You may have set some fitness goals or health goals, but setting financial goals for the year is an important...

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MoneyDo: Get Organized For Income Taxes

You’re probably already receiving tax documents from your employers, investments, and contractors, so you know what time it is – time to get yourself organized and prepared to file your 2017 tax return. One easy way to keep yourself from being overwhelmed...

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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...

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Infographic: Retirement Expectations Survey

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA,...

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Is The Charity Worth Your Donation?

  Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies....

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MoneyDo: Prepare To Pay Your Property Taxes

‘Tis the season for property tax bills! It’s that time of year when most property owners will be getting their real estate tax bills in the mail. Last week, we talked about charitable giving, and while some people might not be doing anything special in that area,...

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MoneyDo: Preplan for charitable contributions in 2017.

Tis the season for good tides, merriment and for some of us…………..donations to our favorite charities.  How do we maximize the tax benefits of these donations? The prevailing wind from Washington continues to indicate changes in 2018 to our current tax code. If tax...

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MoneyDo: Set A Budget For Holiday Spending

Thanksgiving is a wonderful time of the year when we traditionally spend treasured time with our loved ones. But there is another post-Thanksgiving tradition many Americans observe: shopping. According to a recent survey, holiday spending this year will likely exceed...

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MoneyDo: Be Grateful.

Each week in MoneyDo, we focus on something you can do to try and help improve your financial picture or wealth state of being. This week, we want to focus on being grateful. It doesn’t matter if you view your life as gift from a Creator or whether you believe you’re...

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MoneyDo: Pass Along A Financial Lesson.

As we get closer to the end of the year, it’s a time for reflection on where we are, and where this year has taken us. It’s also a time where we’ll start to see more of our family, and understand the ties and legacy we share with our loved ones. This week’s moneydo is...

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We Give Thanks!

We asked the members of the Annex Wealth Management Team to let us know what they were thankful for this year. We got some pretty great responses. Happy Thanksgiving - From all of us at Annex Wealth Management! I'm thankful for my wonderful family, my horses and my...

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Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, IN, IA, KY, MI, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.