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MoneyDo: Ask Key Questions About Timeshares

As summer begins, you may have already planned – or are in the last stages of planning –your vacation. Vacation is often a much-needed getaway for us from our jobs, as well as a chance to finally enjoy some true family time. It’s no surprise that many of...

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MoneyDo: Consider If You’ll Do An Encore.

Have you Considered an Encore Career? It seems like everyone working a hectic, full-time job loves to fantasize about fully retiring and taking on a life of leisure. Visions of lazy days on the beach or the golf course can be intoxicating. But giving up a...

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MoneyDo: Share the importance of early saving.

It’s graduation time – a chance for us to celebrate a key rite of passage for many young people. Often, our “go-to” gift is cash inside a greeting card. This week’s MoneyDo: give a graduate – or anyone with their lifetime still largely in front of them – a...

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MoneyDo: Consider Paying Off Your Mortgage Early

Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as an itemized deduction. Without that tax...

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MoneyDo: Understand & Prepare For Long Term Care

As you prepare to enjoy your future and time in retirement, it’s essential to consider the potential costs of long term care, and whether you need to consider long term care as a part of  your financial plan. Long term care becomes necessary when we can no...

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Wisconsin Parents: You’re Eligible For A $100 Rebate

Beginning May 15, the Wisconsin Department of Revenue will be allowing parents to claim a $100 rebate per child. Look for a Department of Revenue website to go live the 15th. Parents should have their child’s social security number, date of birth, and...

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MoneyDo: Understand The Benefits Of A “Stretch” IRA

If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away. In this week’s MoneyDo, we explore the advantages and...

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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 –...

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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...

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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...

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Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.