INSIDE ANNEX: What Happens If You Don’t Pay Your Taxes?

What Happens If You Don’t Pay Your Taxes? Mandy Nowaczynski, Tax Planner at Annex Wealth Management, walks us through the possibilities.


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:
Audit the financial advice you’re receiving.
In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money.



Shared Mobility Has Yet to Reach Mainstream Adoption

Companies such as Uber and Lyft have reached billion-dollar valuations based on the promise that shared mobility services will play a major part in the future of transportation.

Based on data from Statista’s Global Consumer Survey 2018, the following chart examines how big a role ride-, bike- and car-sharing services play in present-day America.

According to our survey of more than 2,000 U.S. adults, shared mobility services have yet to become a mass phenomenon.

Just 17.5 percent of the respondents claim to have used a short-distance ride-sharing service (e.g. Uber) in the past 12 months, with long-distance ride-sharing, bike- and car-sharing seeing even lower adoption rates.

In general our results indicate that many people still rely on ticket machines (public transportation) or the old-fashioned wave (taxi) to get from A to B these days.

Online bookings of traditional transportation services aren’t particularly common, and nearly half of the respondents haven’t booked any transportation service online in the prior 12 months.

Source: https://www.statista.com/chart/13564/adoption-of-online-mobility-services/



• 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: Another Day, Another Breach

Cyber breaches are on the rise. You’d be surprised how FEW Americans are checking their credit reports. Annex Wealth Management’s Deanne Phillips takes a look.


The Gig Economy: A Freelancer’s Guide To Taxes

Annex Wealth Management’s Danny Clayton and Mandy Nowaczynski discuss the tax implications of some new wrinkles in work and the economy – the “gig economy” and a “side hustle.”

Investing Rule Of Thumb: Intellect Vs. Emotion

We’d all like to think that we make decisions based on some rationality. But often, emotion does tend to guide our financial decisions. Annex Wealth Management’s Derek Felske and Danny Clayton discuss some suggestions on approaching stocks.


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