In The News

Axiom Vol 12

9/9/16

FEATURED: Mirror, Mirror, On My Financial Wall: Why Calculating Your Net Worth Is Important

“Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will give you a clear picture of your financial health, and help you quickly determine whether you’re increasing your wealth or getting yourself deeper into debt….” READ MORE


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

American Adults’ Biggest Financial Worries 

American adults financial worries have increased from last year, and their top concerns have trended upwards for the past couple of years now, per results from Gallup’s latest annual “Economy and Personal Finance” survey.


 

EVENTS

 

September 14 @ 6pm-8pm JK Lee Black Belt Academy

Wear comfortable clothes that let you move and join us for a hands-on self-protection workshop and identity protection discussion!

LEARN:
• the latest physical techniques for quickly dispatching an attacker from 5th degree black belt Master Susan Miller
• steps you can use to protect your identity and assets from those seeking to steal and abuse them from Annex Wealth Management’s Director of Client Learning

For the full list of upcoming events visit our EVENTS PAGE


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.

The IRS Scam

Annex Wealth Management’s Director of Estate Planning Rich Behrendt – a former employee of the IRS – talks about a common scam that still trips up innocent people today.

What Is The Difference Between Hedge Funds & Mutual Funds?

Annex Wealth Management’s President and CEO Dave Spano, CFP and Annex Wealth Management’s Chief Compliance Officer Mark Oswald discuss the difference between mutual and hedge funds and what “2 and 20” means.

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 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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Whose Name Goes First On A Joint Tax Return?

Whose Name Goes First On A Joint Tax Return?

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

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