Money Talk: The Annex Wealth Management Show - Milwaukee

How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?  

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced as the world's reserve currency?  That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start. 

CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips. 

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X. 

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well. 

Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.  

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much. 

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review.  What are your options for Financial Planning in a Changing Tax World?  Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills.