Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management’s Fred Coleman and Sarah Kyle answer your questions on:
0:18 Applying For A Mortgage
1:27 RMDs
2:19 Pausing 401(k) Contributions
3:38 Investing Spare Cash
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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