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The Annex Wealth Management Blog

DYADT: DOES YOUR ADVISOR DO THIS?

DYADT: Destination Retirement

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 –...

DYADT: Supporting The Community

DYADT: Supporting The Community

DYADT: Supporting The CommunityEvery 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 gifts –...

The 13th Annual Toy Drive to benefit Children’s Hospital of Wisconsin

The 13th Annual Toy Drive to benefit Children’s Hospital of Wisconsin

Let’s do something good. Let’s bring smiles to the faces of kids and families who could use a smile. Annex Wealth Management is again partnering with WSSP-105.7 FM The Fan Sports Radio as a Title Sponsor of the 2019 Toy Drive to Benefit Children’s Hospital of...

DYADT: How Often Does Your Advisor Reach Out To You?

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....

DYADT: The Difference Maker Of The Game

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...

DYADT: Does Your Advisor Offer Resources For Women?

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...

DYADT: Educating The Public

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...

DYADT: We’re The Fiduciary Next Door

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...

DYADT: Our YouTube Channel Reflects Our Heart For Education

Our 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 and the markets.

First Time Homebuyers: The Home Buying Process

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...

DYADT: Unbiased Annuity Review

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...

DYADT: Client Education Series

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...

DYADT 2018 Tax Prep Checklist

Annex Wealth Management's Annual Tax Prep Checklist is back! We know it's easy sometimes to overlook or forget a detail or a key figure when preparing to file your taxes. That's why we've asked our Tax Planner - Mandy Nowaczynski, CPA, CFP® - to prepare...

DYADT: Radio

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

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...

DYADT: Tax Planner

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...

DYADT: The Vault

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...

DYADT: Annex Everywhere

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...

DYADT: Effective, Strategic Estate Planning

A recent poll revealed that “haven’t created a long-term estate plan” is one of the top five worries of affluent investors[1]. FinancialPlanning.com adds this worry: Even if you’re getting estate planning advice from your advisor, it may be ineffective or damaging...

DYADT: Suitability Vs. Fiduciary

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?

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...

DYADT: An In-House Estate Planning Attorney

Does Your Advisor Do This? An In-House Estate Planning Attorney You might think you’re not old enough or wealthy enough to consider estate planning – or maybe you think you worked it all out years ago. At Annex Wealth Management, elite wealth management means working...

DYADT: Continuing Education Series

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...

DYADT: Does Your Advisor Make It Easy To Meet?

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...

DYADT? Does Your Advisor Do This? – Objective Annuity Review

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?

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...

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

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

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