Is The 4% Rule Outdated? Feb 18, 2022 “The 4% Rule” has come under fire from retirement experts who claim that this rate of withdrawal is no longer realistic. Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, explains what the rule means and how the...
1 | Week In Review How Will The Fed React To Inflation? With geopolitical unrest threatening and inflation at 40-year highs, the markets and many analysts wait to see how the Fed will react. The Fed acknowledges it hasn’t moved as responsively as it might have;...
Should You Pay Off Your Mortgage Early? Feb 11, 2022 It depends. To some, paying their mortgages early makes sense, while for others, it may not, given their current financial situation. Annex Wealth Management’s Financial Planning Manager, Eric Strom, CFP®,...
Annex Wealth Management’s Limited Video Series: Moving In Retirement: Episode 3 What Should You Research? In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of...
Annex Wealth Management’s Podcast Series: Moving In Retirement: Episode 2 What Do You Want? What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you –...
