FEATURED: 94% of Americans failed this financial quiz – here are the 4 hardest questions

to take the quiz



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


• Understand your sustainable withdrawal rate

• Recognize important IRA milestones

Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm

Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914

Free – Reservation Required

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: Know what you own.

One of the key tenets of Annex Wealth Management’s investment philosophy is a balanced portfolio. The only way you can understand if your portfolio is balanced is to know what you own.



Toys “R” Us: Amazon Claims Another Victim?

As Toys “R” Us files for bankruptcy protection in the U.S. and Canada, the 69 year old company will no doubt be lamenting the rise of internet giant Amazon. According to data from Statista’s e-commerce database, Amazon outperformed the once dominant retailer by a huge margin in 2016. With online sales of over 2.1 billion USD, the Seattle company left Toys “R” Us way behind with their 912 million USD.

Source: https://www.statista.com/chart/7060/online-toy-retailers-in-the-us/


Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

Know The Difference™ Minute: Is Anything The Same In The World Of Toys?

Some figure the Toys’R’Us bankruptcy is a function of e-commerce. While e-commerce had a role in the retailer’s demise, other major factors were at play. Annex Wealth Management’s Dave Spano explains.

MoneyDo: Get familiar with your credit report

Given the Equifax breach, its important that most Americans be familiar with their credit report – what’s on it, and where a copy can be obtained. Make sure you get familiar with your credit report.

Is Congress Considering “Rothification” Of Retirement Plans?

Annex Wealth Management’s Dave Spano discusses what “rothification” is and if Congress will consider “rothifying” retirement plans as part of a tax-cut plan.

There’s a significant difference between

financial advisors. Know The Difference™

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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