6/25/17

ICYMI: Talking Debt, Savings, And Retirement With A Millennial

Annex Wealth Management’s Tom Parks heard a disturbing statistic – that Millennials were spending more on coffee than saving for retirement. He sat down to talk debt, savings, and retirement with Courtney, a member of the Annex Wealth Management Team who is a  Millennial. WATCH IT

EVENTS

July 12, 2017
6:00-7:30pm
Annex Wealth Management Mequon Office
1339 W. Mequon Rd.
Mequon, WI 53092

We’ll Cover:

• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less

• If you rollover or distribute your 401k or IRA incorrectly, it can cost you

• Withdrawing too much too soon can be deadly to a portfolio

LEARN HOW TO:

• Understand your sustainable withdrawal rate

• Recognize important IRA milestones

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

America’s Leading Wireless Audio Brands

When Apple’s marketing boss Phil Schiller introduced the company’s new wireless speaker, the HomePod, on Monday, the emphasis was clearly on the device’s hi-fi capabilities as opposed to its function as a voice-enabled smart home hub. While the focus may shift towards Siri integration by the time the HomePod is released later this year, for now it seems as if Apple will be competing with the like of Sonos and Bose first and with Google and Amazon second.

As our chart illustrates, Sonos is currently the clear leader in wireless audio – at least from the point of view of professional users. In a survey conducted by CE Pro among leading custom electronics companies in the United States, 76 percent of the respondents named Sonos as one of their three preferred wireless audio brands. In fact, Sonos’ line of multiroom speakers is so sleek and functional that many suggested in the past that the company might be an acquisition target for Apple. With the release of the HomePod, that option seems to be off the table, but it remains to be seen whether Apple can make a dent in Sonos’ dominant lead.


Source: https://www.statista.com/chart/9720/leading-wireless-audio-brands/


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.

Know The Difference™ Minute: Oil Prices Drop – Is That Good?

Wouldn’t lower oil prices be good for the economy? In what ways would it be bad? Annex Wealth Management’s Dave Spano explains.

529 Plans, Tax Deferral Saving Plans

Annex Wealth Management’s Ken Symes discuss Wisconsin’s EdVest, its highly-regarded 529 plan and whether you have to reside in a state to use its 529 plan.

The 5 Year Holding Period On A Roth IRA: How Does That Work?

Annex Wealth Management’s Jason Ganiere and Ken Symes field a caller’s question about holding periods on a Roth IRA.

My Child Isn’t Going To A 4 Year College – What Happens To Their 529?

Annex Wealth Management’s Ken Symes and Jason Ganiere talk about options you have if the child you’ve been saving for decides not to go to college, or attends a two-year school or one that doesn’t have a tuition. 

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