In The News

Axiom Vol 107

Fortune Tellers & Gold Diggers | MoneyDo: Make Sure You Can Manage An Expensive Auto Loan | To War Or Not To War. That Is The Question. | The Post Office Writes A Huge Check | Check Your Gmail Settings | The Rule Of 72

7/15/18

FEATURED: Fortune Tellers & Gold Diggers

 

Con men don’t always look like con men. Deanne Phillips offers some tips on spotting…and dealing with them.

 

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 you can manage an expensive auto loan.

Before you jump into an auto loan for your dream car – in particular, on an expensive loan – this week’s MoneyDo is to make sure your overall financial plan can support an auto loan for the car you’re after. 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

To War Or Not To War. That Is The Question.


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: The Post Office Writes A Huge Check

How a 40 cent stamp cost $3.5 million.

 

Know The Difference™ Minute: Check Your Gmail Settings

A third party partner admits to reading your emails.

  

 

The Rule Of 72

Randy Winkler, Financial Planning Manager at Annex Wealth Management, reviews the ‘Rule of 72’—a quick and easy method to determine how long it takes to double an investment.

 

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

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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A Closer Look At Roth Conversions

A Closer Look At Roth Conversions

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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