The Annex Wealth Management Blog

You’re going to have some incredible opportunities to grow and learn at our 2020 event workshops… but this week we’re highlighting one of our most requested and most popular workshops: Destination Retirement: Are We There Yet? Why is this workshop so popular? Simple –...

On average, our clients hear from the Annex team at least 100 times a year – for all sorts of reasons. Clients will receive a regular check-in from the service team, the Axiom, or invites to educational events, along with quarterly performance reports and statements....

Annex Wealth Management is a proud partner of Wisconsin Athletics.When it comes to choosing a financial advisor, what makes the difference for you? Sometimes it’s not just a person – it might be mood, like confidence, or an emotion, like the tension you feel when...

Does your financial professional offer a network and resource for women?Annex Wealth Management's Women & Wealth Group Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.We encourage you...

Recently, Annex Wealth Management’s Tom Parks appeared on the “Money Savage” Podcast to discuss the evolution of 401(k) plans and how to position yourself for long term success. From top to bottom, Annex’s team has plenty of thoughtful leaders working to...

Through the past months, we’ve noticed a growing influence of national firms setting up local offices and offering their brand of wealth management.You’ll hear them tout the word “team,” but for those advisers, “team” means people far removed from the...

Our Youtube Channel Reflects Our Heart For EducationOur Youtube channel has hundreds of videos on key topics that educate and inform. It reflects our heart for education and information – trying our best to help you grow and understand components of wealth management...

First Time Homebuyers: The Home Buying Process Your kids have grown up and are thinking about buying their first home. It’s easy to get lost in all the details of the home buying process, so we’ve put together a list of some things a first-time homebuyer may want to...

Annex Wealth Management is dedicated to inspiring and educating our clients, which is why we offer Annex University, sessions focused on key wealth management and retirement topics. Our goal isn’t pushing another product – it’s helping our clients grow and...

Annex Wealth Management's Financial Planning Team just completed a review of annuities our clients hold - not to sell them another annuity, but to help our clients understand what they own, its benefits, and how much it costs them. Check out an example of what our...

Does Your Advisor Do This? Annex University – Educating our clients isn’t just a “sounds good” goal of ours. Annex Wealth Management is committed to client growth and development. We want our clients to “get it”; to understand what the fine print means, to know key...

Some folks hear from their advisor a few times a year. Annex Wealth Management’s clients are encouraged to listen us talk weekly. Radio is just one way that Annex demonstrates its commitment to education and information. Every week, Annex delivers three...

DYADT: Supporting The Community   Every year, as part of our commitment to the community and our love for the season, Annex Wealth Management has sponsored the Children’s Hospital Toy Drive. For two weeks at the end of November, Annex collects money, toys and...

For many parents, this summer has been one of joy, remembrance – and anxious change. Many have seen their child turn eighteen, wrap up high school, and plan on moving out all in a single year. The summer has been full of graduation parties, but now, you’re...

Many folks long for the peace of mind that their critical documents – like wills, tax returns, or treasured audio files – are kept in a safe, secure place. Others wish there was a simple, encrypted way to deliver documents to his or her advisor. Annex...

It seems like schedules were never this tight. Work commitments stretch past work hours. Games and tournaments occupy entire weekends. Volunteering swallows up hours, and kids, grandkids – please, don’t forget your spouse – are all begging for time. Don’t...

The majority of financial professionals don’t have to supply you with recommendations that are in your best interest. Instead, they’re held to what’s called “the suitability standard,” which requires that he or she make recommendations that are...

DYADT: Does Your Advisor Use Monte Carlo Simulations? Does your advisor use Monte Carlo simulations? If so, are the options you’re given limited to the products you’re being sold? Long ago, at a classified laboratory called Los Alamos, scientists were...

Annex Wealth Management’s Continuing Education Series Works To Educate Clients   Many financial professionals boast of insights, experience and information that set them apart from others in their field. Annex Wealth Management’s clients experience...

Does your advisor make it easy to meet?  Annex does. We get it.  You, your advisor, and the long drive for a meeting before, during, or after work.  Sounds fun, right?  Weaving through traffic, finding a parking spot, jamming into an elevator and sitting...

People typically buy annuities to help manage their income in retirement. Unfortunately, annuities sometimes offer security at a high price. Many annuity owners understand the concept of a surrender fee – a penalty you pay if you take money out of an...

DYADT? Does Your Advisor Do This? Independent Custodians If you work with a financial advisor, ask him or her if your account is held with the brokerage firm that employs him or her or if it is held with an independent third-party custodian. A custodian is...