POLL: Managing My Taxes


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: Stop and consider how you’ll spend your free time in retirement.

Sometimes planning can leave you lost in details. We believe, in its simplest form, retirement planning requires you to consider two chief components: The first is saving for retirement, and the second is planning on how you will spend your time during retirement.



The Countries Drinking The Most Beer

When it comes to drinking beer, no one beats the Czechs. A new study by Statista has revealed how much beer people in selected countries consumed last year. In 2017, the average Czech drank 137.38 liters, a huge amount more than second-placed Poland with 98.06. In fact, Eastern European countries dominate the top list. The U.S. makes it into twelfth with 74.90 liters.

Source: https://www.statista.com/chart/12510/the-countries-drinking-the-most-beer/


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: Myth Busting: Repatriation

 Annex Wealth Management’s Dave Spano discusses an incorrect “fact” often shared about repatriation.

Know The Difference™ Minute: Ask The Screen

As more and more parents allow kids to work and play with a screen, Annex Wealth Management’s Dave Spano wonders: are we doing this right?

Are American Investors Pessimistic Or Optimistic?

Annex Wealth Management’s Derek Felske discusses whether most US investors are, by nature, optimistic or pessimistic.

Why Might The Fed Kill A Bull Market?

Annex Wealth Management’s Derek Felske discusses one way this current market surge could end – a fed decision that impedes inflation AND market growth.

Ask Annex

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy.  You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included. CLICK HERE FOR DETAILS

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico. CLICK HERE FOR DETAILS

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