Chat with us, powered by LiveChat
Before I move on, I want to make sure I learn. What financial planning concepts should I have learned from 2020?

2020 reinforced the importance of having an emergency fund. When everything is going great, the economy is booming, the market is up, no one likes having money sitting in cash earning virtually nothing. But when something unexpected happens, like a pandemic, health issues, or job loss, then you’re very happy to have these cash reserves.It’s advisable to keep 3 to 6 months expenses in your emergency fund in liquid assets. Think of your emergency fund like having insurance; you don’t really appreciate it until you need it.

– Randy Winkler, CFP, Manager, Annex Planning Team

Do you have a question for Annex Wealth Management? Fill out the form below to submit your question:

  • By filling out this form you agree and consent to receive electronic communications, agreements, documents, notices and disclosures (collectively, “Communications”) that Annex Wealth Management, LLC is required by law to provide to you in writing. You are authorizing us to use your first name* only and question on air if we choose. *We will never mention your full name, first and last, on air, and we will never sell or share your information with anyone else.

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

Generic filters
Exact matches only

This site has been published for residents of: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NH, NV, NY, NC, OH, SC, SD, TN, TX, UT, VA, WA & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.