In The News

Axiom Vol 53

7/2/17

FEATURED: What Does Financial Freedom Mean To You? 3 Financial Freedoms You Should Consider

It’s that time of the year when we celebrate the many freedoms we enjoy as Americans. Hopefully, as you enjoy a parade, watch some fireworks or grill our favorite food, you’ll get a chance think a bit about this remarkable country we live in.

The long weekend may also provide a few extra minutes to consider what financial freedom means to you. Everyone will have a different idea of the term, but here are our thoughts on what financial freedom should mean to you.. READ 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

The Numbers Behind Independence Day

Independence Day celebrations are all about the great outdoors. According to a survey from the National Retail Federation, nearly 65 percent of Americans are planning some kind of barbecue or picnic to celebrate the 4th of July this year. 43 percent of people will attend a fireworks display or community event while just under 12 percent are going to attend a parade.

When it comes to the traditional Independence Day barbecue, Americans don’t mess around. Across the nation, people eat approximately 150 million hotdogs, 190 million pounds of beef and 700 million pounds of chicken every 4th of July. For dessert, they consume an estimated 5 million gallons of ice-cream. This year, the average household will spend $72.23 on food items while total spending across the United States is set to reach $6.6 billion.


Source: https://www.forbes.com/sites/niallmccarthy/2015/07/03/the-numbers-behind-independence-day-infographic/#127fc9d753af


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: Keeping Up With The Joneses (Facebook Feed)

We know the huge impact tech companies have on the markets and headlines – but social media may play a big role in your financial picture. Annex Wealth Management’s Dave Spano explains.

Is It Ever Too Late To Change Course With Your Financial Plan?

Annex Wealth Management’s Mark Oswald and Dave Spano discuss whether someone can change course with their financial planning, even after years in one direction with one management style.

Fluid Financial Planning: Will I Have Enough?

Annex Wealth Management team members Mark Oswald and Dave Spano discuss withdrawal rates and how planning should include accounting for flexibility with each of our own personal scenarios.


The Era Of Set-It-And-Forget-It Financial Planning Is Gone

Financial planning has grown and become smarter, more personal, using leading edge technology to accommodate all sorts of factors. Annex Wealth Management’s Mark Oswald explains.

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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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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