Axiom Vol 83

1/28/18

FEATURED: 2018 Tax Reference Guide

 

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: Consider if you need life insurance. If so, how much?

Part of planning involves hard questions that often carry heavy emotional weight. But answering them honestly is the sort of thoughtful, deliberate planning that may give you and your family peace of mind.

 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

What Consumers Think About Amazon Go

In December 2016, months before Amazon’s surprise acquisition of Whole Foods, the world‘s leading online retailer gave us a first glimpse at its ambitions to conquer the offline world. In December 2016, the company introduced Amazon Go, a store concept that uses computer vision and machine learning to let customers pick up what they need and leave the store without going through a checkout process. Having been beta-tested in a store exclusively open to Amazon employees for more than a year, the company’s cashierless “store of the future” opens to the public on Monday.

While intrigued by the concept, American consumers have yet to be convinced that Amazon Go will actually make things easier for customers. As our chart, based on YouGov data, illustrates, the majority of U.S. adults trust Amazon’s technology and would be willing to try it out. However, they are not ready to pay a premium for a checkout-free shopping experience, afraid that it might actually create more problems than it will solve.

Source: https://www.statista.com/chart/7198/consumer-opinion-on-amazon-go/

ANNEX EVENTS: Retirement Roadmap

February 7, 2018
6:00 pm – 7:30 pm
Annex Wealth Management Elm Grove Office

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

Complimentary Event | Reservation Required

February 22, 2018
6:00 pm – 8:00 pm
Annex Wealth Management Elm Grove Office

You worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you mapped out your retirement life? In this workshop, we cover a 5-step system designed to offer you a fresh, interactive view of your money and life. Through an entertaining, interactive and inspirational approach to creating prosperity, we’ll help you visualize your goals and understand what resources you have to make them happen. Come join us as we “storyboard” our futures!

Complimentary Event | Reservation Required

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: Pro Sports Gambling & Integrity Fees

The NBA just announced it would support legalized gambling on its sport – for a fee. It’s an attempt to collect on the hundreds of millions of dollars of illegal gambling happening today. Annex Wealth Management’s Dave Spano takes a look.

Part 1: A Guide To The 2018 Tax Changes

Part 1 of a discussion between Annex Wealth Management’s Tax Planner Mandy Nwoaczynski and Dave Spano about the changes in laws do to passage of the Tax Reform Bill, and give some ideas on recommendations on paths that may benefit you.

Part 2: A Guide To The 2018 Tax Changes

Part 2 of a discussion between Annex Wealth Management’s Tax Planner Mandy Nwoaczynski and Dave Spano about the changes in laws do to passage of the Tax Reform Bill, and give some ideas on recommendations on paths that may benefit you.

 

Ask Annex

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy.  You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included. CLICK HERE FOR DETAILS

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico. CLICK HERE FOR DETAILS

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2018, 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