Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management’s Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on:
0:15 AI Hype
2:04 Health Insurance After Retiring
3:51 Moving Cash Into S&P 500 Fund
As a fee-only fiduciary, Annex Wealth Management must act in your best interest at all times.
Let's review where you are and where you're headed.
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