Marilou Davido is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Annex Wealth Management in Whitefish Bay, WI and the surrounding communities.
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You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...
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“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
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With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
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