1 | Week In Review
A down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll
Memorial Day, the kickoff to summer, includes a three-day weekend for many, which gives reason for packing bags and traveling out of town!
According to AAA, 42.3 million Americans are expected to travel 50 miles or more from home this Memorial Day weekend, a 7% increase over last year. (source)
This year, the most popular U.S. destinations this year are Las Vegas, New York City, and Atlanta, while the most popular international destinations are London and Paris. (source) Some of the top Memorial Day weekend getaways recommended by U.S. News Travel are Annapolis, St. Thomas, Charleston, and Big Bear Lake. (source)
We want to know what your plans are for Memorial Day weekend! Where do you go? What do you do? Do you always do the same thing?
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3 | Client Exclusive
Make Sure You Properly Designate Your Beneficiaries
Not keeping beneficiaries current can be a costly mistake. Listen to what Wealth Strategist and Estate Planning Attorney, Jill Martin, JD, AEP® has to say on making sure your beneficiaries are properly designated throughout your life with the changes that happen along the way.
Hear segments like this on our Annex Wealth Management-hosted radio shows and podcasts! Learn more on the Financial Education & Discovery page of the Annex website.
Properly Designating Beneficiaries with Jill Martin
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A Message From TD Ameritrade:
If you’re an account holder at TD Ameritrade, and if it’s applicable, you’ll receive an annual Standing Letter of Authorization (SLOA) confirmation notice sometime in May. This will list all active SLOAs that TDA has on record for your account(s) as of December 31, 2022.
A confirmation notice will be sent for each account that maintains an active SLOA with TD Ameritrade Institutional, and you’ll continually be notified whenever new SLOA instructions are established for an account.
There is no action required by you. The letter serves as a required informational notice.
If you have any questions regarding this message, please reach out to your Wealth Manager or Client Service Manager.
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle, Matthew Morzy, CFP®, and Tania Sinha, CPA answer several Ask Annex questions.
Do you have a question for Annex Wealth Management? Drop it here.
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6 | Quote of the Week
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