Axiom Vol 99

5/20/18

INSIDE ANNEX: Meet Our Team Of Client Service Managers

 

The Client Service Manager team at Annex Wealth Management is the ultimate go-to when it comes to our clients. Learn more with Stephanie Emons and Shannon Thurner,

 

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:
Understand & prepare for long term care.

As you prepare to enjoy your future and time in retirement, it’s essential to consider the costs of long term care, and whether you need to consider long term care as a part of your financial plan.

 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Alexa, I Don’t Trust You To Be My Shopping Assistant
According to a comScore survey conducted in Q1 2018, only 3 in 10 smart speaker owners have ever placed an order using the device. The reasons for this are manifold, but security concerns are the biggest inhibitor to broader adoption of smart speaker shopping. Interestingly, this seems to be where smart speaker owners, apparently unconcerned with placing a listening device in their home, draw the line.

ANNEX 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

June 7, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club 

Complimentary Event | Reservation Required

 

BEST OF OUR RADIO PROGRAMS

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.

Know The Difference™ Minute: Phones, Spies & Soldiers

Dave Spano explains why the Defense Department is banning Chinese phone sales at US bases.

  

Do You Need To Be A Gazillionaire To Have An Estate Plan?

Spoiler alert: No. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers the bases.

The Financial Impact Of Divorce

Fresh off an eye-opening conference on divorce, Annex Wealth Management’s resident Certified Divorce Financial Analyst, Deanne Phillips, covers some key highlights.

 

Ask Annex

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