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Axiom Vol 85

2/11/18 FEATURED: At this point in the year, most people over 70½ years old know what their 2018 required minimum distribution (RMD) will be. Before you or someone you know starts taking that RMD, make sure to consider the new tax law that went into effect this year....

Axiom Vol 84

2/4/18   POLL: Who do you think will be the first company to reach a trillion dollar valuation?   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...

Axiom Vol 83

1/28/18 FEATURED: 2018 Tax Reference Guide   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: Consider if you...

Axiom Vol 82

1/21/18 POLL: Managing My Taxes   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: Stop and consider how...

Axiom Vol 81

1/14/18 FEATURED: Ask Annex Results A month ago, we launched “Ask Annex” – encouraging Axiom readers to submit questions they had to the Annex Wealth Management team. Here are a few of the questions we’ve gathered so far, along with answers...

Axiom Vol 80

1/7/18 POLL: I Want To Hold Your Hand The S&P 500 has done something it hasn’t done in more than 50 years. The last time the S&P 500 opened a year with three straight records, the Beatles’ “I Want To Hold Your Hand” was on its way to number one on the ...