Inside Annex – Meet Colleen Henderson, Financial Wellness Coach | MoneyDo: Share the importance of early savings. | Poll: How Do You Get Your News? | The new cryptocurrency addiction program | The 30 year old that won’t move out
6/3/18
INSIDE ANNEX: Meet Colleen Henderson, Financial Wellness Coach
6-firm search for a financial planning partner.
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:
Share the importance of early saving.
Give a graduate – or anyone with their lifetime still largely in front of them – a longer-lasting gift, possibly with the cash: encourage and inform about the power of saving.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
How Do You Get Your News?
About four-in-ten people get their news online, 57% of people still watch news on TV and only 20% of people read the newspaper. An average of 50% of people ages 18 – 29 get their news online whereas 85% of people ages 65 plus watch their news on TV…
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
Know The Difference™ Minute: The New Cryptocurrency Addiction Program.
It’s a real thing. At least in Scotland.
Know The Difference™ Minute: The 30 Year Old That Won’t Move Out.
It’s more common than you think.
In Case You Missed It: A Look At Our Financial Planning Team
Geeks. And proud of it. Randy Winkler manages the department and our talented team.
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
