Axiom Vol 63

9/10/17

What Do You Know: Are You In The Top 30 Percent?

Only 30 percent of respondents could answer all three of these questions correctly.

Can you?

EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 6:00 pm – 7:30 pm

Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092

In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves.  Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

Free – Reservation Required

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

Retirement Roadmap – September 21 @ 6:00 pm – 7:30 pm

Annex Wealth Management Elm Grove Office
12700 W Bluemound Rd Elm Grove, WI 53122

Free – Reservation Required

Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm

Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914

Free – Reservation Required

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is: Review & Update Your Income Tax Withholding

Something as passive as income tax withholding might not get all the attention it deserves. That’s why it made this week’s moneydo..

 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Investor Movement Index Soars

According to TD Ameritrade, retail investors went into September with the most bullish sentiment in years. Institutional investors often view this level of retail exuberance as a red flag for the market.

Source: https://www.tdameritrade.com/research/imx.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.

Know The Difference™ Minute: Will Harvey Affect GDP?

While Houston seeks to assess damage done to their home and Miami readies for Irma, experts are looking at how those storms will affect our economy.

MoneyDo: Review or set up a financial and healthcare power of attorney

Is there a difference between a financial and healtchare power of attorney? What’s the difference between a durable and a non-durable power of attorney?

Caller Question: 401(k) vs 401(k) Roth

A caller asks about putting money into his 401(k). Annex Wealth Management’s Mark Oswald and Deanne Phillips ask a few detailed questions that help illuminate which might work best for him.

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