FEATURED: Is Congress Really Coming For Your Retirement Plan?
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.
• 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
Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm
Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
How The iPhone’s Price Developed
The unveiling of the iPhone X was the most eagerly anticipated part of Apple’s launch extravaganza yesterday. The new handset made a daring design move in ditching the home button while it now boasts a facial scanner and the ability to make animated emojis. For some fans, the enthusiasm of the event and the enormous hype surrounding the iPhone X will be tampered by the device’s exorbitant price tag.
The iPhone X will cost between $999 and $1,149 for U.S. users. That makes it the most expensive iPhone to date, costing more than the iPhone 6s and 7 Plus, both of which hit the market at $949 (256GB). Back when the original iPhone was unveiled by Steve Jobs in 2007, the 4GB version of the device cost $499 and the 8GB version cost $599 (both requiring a 2-year contract).
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Know The Difference™ Minute: Still Counting Storm Damage
Days and weeks after Irma and Harvey, the United States is still counting and calculating the impact these storms had on our economy – and what’s to come. Annex Wealth Management’s Dave Spano explains.
Know The Difference™ Minute: Apple & The Luxury Market