10/16/16

FEATURED: 6 Insights On How To Avoid Running Out Of Money In Retirement

A recent survey indicates that 1 in 4 Americans is worried about running out of money in retirement. At Annex Wealth Management, we’ve been working with people for years, sitting on the same side of the table with them as we budget and strategize towards their retirement goals. Here are 6 insights that may help you approach retirement with less fear… READ MORE

FEATURED: What Is National Estate Planning Week?

October 17-23 has been named National Estate Planning Week. Do you have a plan? Learn More

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Age Of Retirement

Saving for retirement starting in your 20s could be key to achieving financial stability by the time you reach retirement.Younger generations can learn a lesson from these trends by anticipating monthly costs in retirement now so they can begin saving to meet those future requirements. The infographic includes a chart that shows how much a person will need to save to cover expected monthly expenses from $1,000 to $10,000 for both 20- and 30-year projections.

*Source: http://www.lifehealthpro.com/2016/06/17/for-retirement-security-save-early-and-often-infog

EVENTS

BEST OF OUR RADIO PROGRAMS

A Question You Must Ask Your Financial Advisor

Annex Wealth Management’s Dave Spano and Mark Oswald discuss what question you must ask your advisor, and why.

The Value Of Financial Planning

Annex Wealth Management’s Dave Spano and Deanne Phillips – who both have served as President of the Certified Financial Planner Association of Southern Wisconsin – talk through key steps of financial planning and why it’s so essential.