If you have estimated tax payments, your Q2 payment is due June 15, 2022.
Please visit the link below for instructions on how to complete your payments. If you have any questions, comments, or concerns regarding your quarterly estimated payment, please reach out to your Wealth Manager or Client Service Manager.
1 | Week In Review
The worst year over year inflation report has investors concerned. How will the Fed respond – and is there a bigger rate hike looming? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll
Money Questions To Ask Your Adult Children: Have You Spoken With Your Child/Children To Expect An Inheritance?
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3 | Client Exclusive
Watch Past Webinar | Understand Your WRS Pension Potential
Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?
If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Steve Scaffidi from “The Steve Scaffidi Show” WTMJ, joins Annex Wealth Management’s President & CEO, Dave Spano, CFP®️, and Financial Planning Manager, Eric Strom, CFP®️, EA to discuss how to look at your statement, and even go through several case studies that may help relieve concerns and answer your questions.
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4 | Did You Know?
You Can Receive Text Messages From Us!
We know that life can keep you busy and you can’t always take a phone call or check your email. To help stay in touch with you, we utilize an SMS program to communicate the following:
· Meeting reminders
· Notices about statement availability
· Surveys
· Event invitations
· And more!
If you are interested in receiving SMS messages from us, follow the link below to opt-in! You will always have the option to opt-out should you change your mind.
You can also send a message to us! Just text 262-786-6363.
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5 | Ask Annex
Investing vs Paying Off Mortgage, Changing Allocation, Company 401k Advice
Annex Wealth Management’s Sarah Kyle and Randy Winkler, CFP® answer several Ask Annex questions:
“I have a ton of cash in the bank, earning virtually nothing. Should I invest it? Should I pay off my mortgage?”
-Tom
“Should I change my allocation to more conservative in this market environment?”
-James
“My company 401k is rather constrained when it comes to choices with current volatility, is it foolish to attempt to move to safer, more inflation protected choices?”
-Alan
“I’m taking a new job and will be eligible to enroll in an HSA. Can I make a lump sum contribution?”
-Paul
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6 | Quote of the Week
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7 | Annex Radio
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Events & Webinars
Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.
UPCOMING EVENTS →
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