Hotter than expected CPI arrived this week. What’s that mean—especially from the Fed’s point of view? Baby Boomers have substantial assets, how is ‘the Great Wealth Transfer’ going to happen? Deanne Phillips stops by for a preview of Thursday’s Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts.
For more information on Annex Wealth Management, visit their website.
