Someone’s Making Money In The House Flipping Industry


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:
Ask Your Estate Planning Attorney These Questions…

Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask…


Americans Were Asked: How Would You Invest $10,000?

How would you invest $10.000 given to you tax free? Well despite the fact that it is highly unprobable that somebody will just randomly gift you this amount of money, it is a very interesting question to ask since the answer reveals a lot about the problems and wishes of a person.

Well, as this infographic shows, some 27 percent of all Americans asked in a survey conducted by LendEDU, would pay down their debt first. Secondly, they would invest in real estate and if anything is left, they would rather add it in their savings account than put it in their children’s education.

However, there are high disparities on how to invest a $10,000 check. Whilst millennials are more open to converting their money into cryptocurrency (9.2%), Baby boomers would rather stash their money on a savings account which comes with more security of investment but also with much smaller interest rates.

Source: https://www.statista.com/chart/13551/usa_-how-would-you-invest-dollar10000/


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

May 9, 2018 | 6:00 pm – 7:30 pm
Annex Wealth Management Lake Country Branch Office

Complimentary Event | Reservation Required

June 7, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club

Complimentary Event | Reservation Required


Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.

Know The Difference™ Minute: Escape From California

People are fleeing from California – to places with less taxes and lower housing costs. Annex Wealth Management’s Deanne Phillips explains.


Seasonality & Other Factors That Affect Inflation

Should ‘sell in May and go away’ –go away? Look at 2017. Sitting on the sidelines caused more than a few missed opportunities. Annex Wealth Management’s Dave Spano, Derek Felske and Mark Oswald discuss.

Tax Planning: Low Cost Basis Stocks

Unicorns and a Zero Percent Tax Bracket. One actually exists. Annex Wealth Management’s Dave Spano and Mandy Nowaczynski discuss.


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

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