Week In Review

Nvidia Shows No Signs Of Slowing

Watch

Things To Prepare For Before Retirement

The first year after leaving work is full of change, and it helps to know what to expect. Annex Wealth Management’s Mike Kirk covers key things to get you ready — from sorting your budget and Social Security strategy, to protecting your loved ones and adjusting to life without the 9-to-5.

Events

Women, Wealth & Investing With Confidence | WOMEN & WEALTH | December 18 @ 6 PM CT

Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.

Watch

Time To Rethink The 4% Rule?

The “4% rule” is an often-cited rule of thumb for how much retirees should withdraw from their retirement savings each year to ensure their savings last. However, in the decades since the strategy was created, retirement planning has changed.

Podcast

NEW EPISODE | Staying Grounded – An Interview With Former NBA Star Steve Novak | Wealthyist

A middle-class Wisconsin upbringing, strong family values, and an athlete’s mindset of consistent small improvements shaped Steve Novak’s approach to money, lifestyle, and giving back — and kept him far away from the “broke ex-athlete” stereotype. Listen to our conversation with Steve today on Wealthyist.

Podcast

Want to hear more from our team? Check out our SWOT podcast!

Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.