Is The 4% Rule Outdated?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®,...
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....
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...
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...
