Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever get taught what important steps to take. No matter your age, learn what you need to know about completing financial, healthcare, and life legacy documents […]

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]

If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you may ask, including who you should consult with, what tasks you should prioritize, and when you’re […]

Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics  Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and […]

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]