In The News

Poll Recap: In Which Season Do You Spend The Most Money?

Do you anticipate spending more during the Summer months (June, July, August) when compared to other individual seasons including Fall, Winter, and Spring?

A recent study asked 1,000 Americans that question, and 43 percent answered “yes.” 48 percent answered “no.” Which made us wonder what our Axiom readers thought.

We asked Axiom readers in what season they spent the most money: 46 percent of you answered that “winter” was your big spending season. When asked what your second big spending season was, 32 percent of you named “summer.”

Many of us would agree on the winter wallet drain, considering all the presents we buy to celebrate the holidays. But winter also includes all of our resolutions and resulting purchases – like that gym membership you stopped using in March, and that expensive organic food you started buying in January.

Now that we’ve officially entered fall, it may be time to review your financial plan and rebalance your portfolio. If you need help, give us a call to make sure you’re ready for winter – and the many seasons that lie ahead.

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Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

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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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