10/1/17

FEATURED: Introducing Mandy Nowaczynski, CPA, CFP

Mandy Nowaczynski, CPA, CFP is a key member of the Annex Wealth Management team. She works alongside our Planning team and with clients as a tax planner. WATCH IT

EVENTS

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 – 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: Make sure your estate plan includes your digital identity.

You may already have an estate plan, (if you don’t, make sure you contact us to set one up) but your current plan might not reflect how you manage your life today.

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Music Streaming’s Unstoppable Rise

The CD, MP3 and radio are all being eclipsed by a revolution in music streaming. More Americans than ever are signing up for subscription services like Spotify and Apple Music. That wasn’t always the case, however. As recently as two years ago, digital downloads were the driving force behind the music industry while the U.S. had a grand total of 9.1 million paid music subscriptions.

According to a report from the Recording Industry Association of America, that increased threefold, topping 30.4 million in the first six months of this year. That has yielded dividends for the music industry with retail revenues up 17 percent on last year to $4 billion. Mid-year revenue has also increase at wholesale value, rising 14.6 percent to $2.7 billion. Streaming has accounted to a massive chunk of the music industry’s success so far in 2017, bringing in 62 percent of total revenue.

Source: https://www.statista.com/chart/11199/music-streamings-unstoppable-rise/


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: Where Have The Working Men Gone?

Many experts have theorized that some “prime-age” men were sitting on the sidelines, waiting for “good jobs” so they could get back into the employment market. Annex Wealth Management’s Dave Spano explains why this may not be the case.


Narrowing Of The Market

What should we consider mid-September as we look towards the fourth quarter? Annex Wealth Management’s Dave Spano discusses some points to consider.

MoneyDo: Know What You Own

One of the key tenets of Annex Wealth Management’s investment philosophy is a balanced portfolio. If you’re trying to manage your own portfolio, the only way you can understand if your portfolio is balanced is to know what you own.

There’s a significant difference between

financial advisors. Know The Difference™

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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