Resources + Research

In what seems like a constantly-changing financial world, you can trust Annex Wealth Management’s commitment to creating education and information designed to help you understand what’s important and worth your focus.

Latest R+R:

Graphonomics: Volume 10

3 Graphs that will help you make sense of the economy

In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash

The Value of an Advisor

Every year, Russell Investments releases a study articulating the value of an advisor, making sure to calibrate their formula based on contributing factors. Annex Wealth Management’s Brandon Lehman discusses the four critical areas of value, explaining how crucial a fee-only fiduciary advisor can be.

Have You Considered Part-Time Retirement?

You might imagine retirement as the last day you go into the office, but what if it meant simply reducing hours, moving to a consulting position, or starting a “fun” job that follows your passions?

Part-time retirement provides balance and possibilities for retirees wanting to stay busy. Annex Wealth Management’s Suzy Lopez, CFP® is here to discuss.

The 4 Phases of Retirement

Prepare for a fulfilling, purposeful life in retirement.

Annex Wealth Management’s Chief Growth Officer, Mark Beck explores how the journey of retirement unfolds, the patterns of people’s experience in retirement, and the keys to thriving along the way.

Estate Planning Mistakes To Avoid When Getting Remarried

Don’t make these common errors when getting remarried.

Planning for retirement involves more than just financial considerations. Annex Wealth Management’s Keith Butler, JD is here to discuss why emotional health and personal fulfillment should be part of your retirement portfolio.

How To Lead Your Adult Children To Financial Independence

Amy Bremmer, MBA, CFP®, Wealth Manager at Annex Wealth Management, is here to discuss why you might want to rethink financially supporting your adult children – or at least begin to set boundaries.

Navigating Gray Divorce

Gray Divorce is a growing trend that can have serious financial implications. Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm covers what a Gray Divorce is and how to navigate one financially.

13 Millionaire Don’ts

Financial Planning Blunders Millionaires Should Avoid

Here are “13 Millionaire Don’ts” – pitfalls that millionaires should avoid as they seek to secure and sustain their financial prosperity.

Graphonomics: Volume 9

3 Graphs that will help you make sense of the economy

In this version, Graphonomics focuses on 1) Growth: American Exceptionalism 2) Inflation: Almost Home 3) Policy: In A Good Place

Inside Annex: The Investment Committee

Investment Team Manager, Matt Morzy, CFP® and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE gives a look inside Annex Wealth Management’s Investment Committee.

Understanding Spousal Social Security Benefits

We’re all familiar with Social Security—but what about Spousal Social Security? Here to talk about it, two members of our Financial Planning Team; Arabella Parins and Eric Strom, CFP®, EA.

Inheriting Money: The Do’s & Don’ts

It’s a loss when someone passes – but when they took the time to do things correctly with a well-constructed estate plan, it makes the distribution of assets far easier. If you are on the list for some of those assets, there are some do’s and don’ts. Annex Wealth Management’s Alec Durand, JD is here to discuss.

Video | HENRYs (High Earners, Not Rich Yet)

Annex Wealth Management’s Jeff Stanich defines HENRYs and discusses what to do get on track financially if you are one.

Video | Do Houses Make Terrible Wealth Transfer Vehicles?

Home may be where the heart is, but after it’s inherited, it’s where heirs must manage upkeep and deal with family conflicts related to what to do with it. What’s a better way? Annex Wealth Management’s Amy Kiiskila, JD, CFP®, CPA, CLU® is here to discuss.

Corporate Transparency Act: How Seriously Should You Take Beneficial Ownership Reporting?

Starting January 1, 2024, many companies and entities in the U.S. will need to report information about their beneficial owners to the Financial  Crimes Enforcement Network (FinCEN).

Graphonomics: Volume 8

3 Charts Designed To Make Sense Of The Markets & Economy

In this version, Graphonomics focuses on 1) Growth: Run Of The Mill Recessions Are Harder To Come By. 2) Inflation: The Finish-Line Is On The Horizon. 3) Policy: Market-Fed Disconnect Needs To Correct.

3 Potentially Great Tax Strategies For Executives

Three tax strategies that might significantly benefit executives – approaches that may not only minimize tax liabilities, but also provide opportunities for long-term wealth creation.