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Ask Annex: Multiply By 25 Rule, HSAs vs. 401(k)s, In-Service 401(k) Rollover, Social Security Mar 4, 2022 Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, answers several Ask Annex questions: “What about the Multiply By 25 Rule? What’s that?” “401(k)...
Investing TermsFeb 25, 2022 Annex Wealth Management's Chief Investment Strategist, Todd Voit, PhD gives us a quick course on some common investment terms. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections...
Is The 4% Rule Outdated?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...
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®, explains....
Ask Annex: Bitcoin through the roof - your thoughts? Dec 20, 2021 This Ask Annex came in via text: “Bitcoin through the roof (diamond hands emoji) - your thoughts?" Annex Wealth Management’s Dave Spano, CFP® and Derek V.W. Felske, CFA® answer. Subscribe to Annex...
Setting Up A Company 401(k) Nov 29, 2021 Setting up a 401(k) program for your team? Annex Wealth Management's Director of Retirement Plan Services, Tom Parks, AIF®, CRPS™ discusses the important factors to consider first. Subscribe to Annex Wealth Management’s YouTube...
Ask Annex: Real Estate As An Inflation Hedge Nov 19, 2021 This Ask Annex comes from Paul, who asks: “You’ve spoken about a possible inflation hedge like real estate, how can I participate without actually buying any real estate?” Annex Wealth Management’s Dave Spano,...
What's Inflation? | Inflation Definition Oct 20, 2021 We hear that inflation is here and that it's rising. But what is inflation, and what causes it? Annex Wealth Management's Tom Parks explains. Subscribe to Annex Wealth Management’s YouTube channel for more...
The Psychology of Spending In Retirement Sep 27, 2021 You work your whole life to build a retirement savings. Then finally, it’s time to retire and spend it. Why is this transition so hard for so many? Subscribe to Annex Wealth Management’s YouTube channel for more...
Steps To Selling A Business Sep 22, 2021 For many business owners, their business is not only their largest asset, but their legacy. When selling a business, it’s important to have a solid plan in place. We’ll discuss the steps that need to be taken to maximize the...
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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