Money Talk: The Annex Wealth Management Show - SWFL

In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.

What is Money Talk: The Annex Wealth Management Show - SWFL?

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.