Latest / Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?
The skinny
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