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Wednesday, February 19, 2020
Home Authors Posts by Dave Spano - Annex Wealth Management

Dave Spano - Annex Wealth Management

Dave Spano - Annex Wealth Management
Dave is President and CEO of Annex Wealth Management.

Was your election anxiety worth it?

Despite how wildly elections can swing, our responses needn’t be immediate.

You’re finally making good money. Now what?

It may be time to consider a real inventory of what you own, what it’s all worth, the tax implications of your holdings, and even your estate plan.

Aretha Franklin left behind a legacy – and some headaches

Ms. Franklin did not have a will or trust at the time of her death.

Five ways playing golf is like caring for your portfolio

There’s a strong similarity between the best golfers and those dealing with their finances astutely.

Four levers that help you reach financial goals

Increase the chances of achieving money goals by getting a higher rate of return, working longer, saving more, or spending less.

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