Axiom Vol 11

8/26/16

FEATURED: Three Things You’ll Have To Re-evaluate In Retirement Planning

“We’re all at different stages with our retirement planning. Some have a plan written out that they refer to, and others adhere to guidelines they’ve stored away…” READ MORE


ICYMI: In Case You Missed It – Annex TV

Is My Advisor A Fiduciary?

Annex Wealth Management, a Registered Investment Advisor, wants you to ask questions.
Research your advisor and your options.


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Back To School By The Numbers

Getting ready for the school year isn’t what it used to be. Experts today expect back-to-school shopping to represent the second largest retail shopping season of the year. It’s an expensive season for parents with average back-to-school spending per household set to each $674. Nationwide, total back-to-school spending will hit $27.3 billion, according to the National Retail Federation.

 Source: https://www.statista.com/chart/5668/back-to-school-by-the-numbers/


BEST OF OUR RADIO PROGRAMS

Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

What Is Financial Elder Abuse?

Annex Wealth Management’s Director of Estate Planning Rich Behrendt, J.D. defines and describes financial elder abuse, and why it’s a problem we all have to be aware of.

Identity Theft & How You Can Help Raise Awareness

Annex Wealth Management’s Director of Wealth Management Mark Beck and Annex Wealth Management’s Director of Estate Planning discuss how to identify and thwart Identity Theft.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122

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Axiom | Vol 514

Axiom | Vol 514

Week In ReviewEarnings Near Historically High LevelsEarnings continue to shine broadly across the market, jobs numbers show continued good news, and...

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Axiom | Vol 514

Axiom | Vol 514

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

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