262-786-6363
MoneyDo: Audit the financial advice you’re receiving.

MoneyDo: 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. This week, we’re suggesting you perform an audit – but instead...

Axiom Vol 94

4/15/18 FEATURED: Are Today’s Students Prepared To Make Financial Decisions? A new study finds U.S. high schools are missing the mark on personal finance…   Every week, Annex Wealth Management will give you one thing you should do that may improve your...

Axiom Vol 93

4/8/18 FEATURED: April 17th Is A Tax AND Savings Deadline Many people know that “Tax Day” is the date you need to submit your taxes – but it also serves as a deadline for some key savings programs. Annex Wealth Management’s Mandy Nowacyznski,...
Someone’s Making Money In The House Flipping Industry

Someone’s Making Money In The House Flipping Industry

Fixer-Upper. Flip or Flop. Desert Flipper. Beach Flip. Masters of Flip.  There is a long list of TV shows dedicated to the practice of buying a distressed property, pouring in energy and resources to improve the house, and hopefully selling it at a profit.  That’s a...
MoneyDo: Ask Your Estate Planning Attorney These Questions

MoneyDo: 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. Finding an attorney...