262-786-6363 Client Center

Axiom Looks At The Superbowl

Ever wonder about the financial impact of an event like the Super Bowl? From avocado sales to gambling, it’s more than just a game. We take a look at the impact of this massive cultural event.... read more

How to Find Hidden Assets During a Divorce

Upon filing for divorce, each spouse is required to fill out a financial affidavit and make disclosures that fully list all known assets. Unfortunately, not everyone is forthcoming when it comes to personal finances, especially if marital trouble has been brewing for... read more

What Does The Strong Dollar Mean?

  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:... read more

Rich Behrendt Featured In Bloomberg News

As President-elect Donald Trump builds his team to make policy in the White House, he has sought to divest himself from the demands – and potential conflicts – of his many businesses. Recently, Bloomberg Big Law Business decided to write an article on this intriguing... read more

Three Advantages An IRA Has Over A 401(k)

Most Americans understand how important it is to save. A recent Gallup poll indicates that nearly 2/3 of Americans prefer saving to spending. How much – and how – Americans save lags the strong desire reflected in that Gallup poll. The  median amount in a 401(k)... read more

We Give Thanks

”We ”Members ; ”Patrick My wife Susan, and boys Harrison and Robert. Very thankful for my faith in God Thankful to work with a great team of people and that we help people each and every day. ”Lee My Family My good health The four seasons... read more

4 Strategies For Turning Your Savings Into Your First Million

It might not be what it used to be, but saving a million dollars still carries an air of accomplishment. For many in the Two Comma Club, attaining their goal was the result of some discipline, wise strategy, and an understanding of the forces that grow money. Here are... read more

What Is National Estate Planning Week?

In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning... read more

6 Insights On How To Avoid Running Out Of Money In Retirement

A recent survey[1] indicates that 1 in 4 Americans is worried about running out of money in retirement. At Annex Wealth Management, we’ve been working with people for years, sitting on the same side of the table with them as we budget and strategize towards their... read more

Annex Wealth Management Featured in Investment News

Investment News turned to Annex Wealth Management’s Director of Estate Planning for insight in two separate articles recently. “The Most Important Part Of A Young Person’s Estate Plan” by Greg Iacurci focuses on the need for young people – anyone over 18 – to employ... read more

Global Risks Drive Low Interest Rates

Since the 2008 financial crisis, very low interest rates around the world, including in the four largest developed economies of Japan, Europe, China and the United States have been the “new normal.” A zero interest rate policy – known as ZIRP – has been the pervasive... read more

What We Told Investment News About Ali’s Estate

The recent death of Muhammed Ali, one of the world’s most popular celebrities, once again demonstrates the value of comprehensive estate planning. Ali, considered by many – including Ali himself – to be the greatest fighter of all time, left behind questions about his... read more

Having A Plan for Market Volatility Can Help You Sleep Better

Having A Plan for Market Volatility Can Help You Sleep Better For savers and investors, one of the things that can keep you up at night is market volatility. During the financial crisis of 2008 or the dot-com bust of 2000-2002, many people had sleepless nights as they... read more

Primary Season & Advisor Season

<img class="alignleft size-thumbnail wp-image-2922" src="https://annexwealth.com/wp-content/uploads/2016/04/americanflaggeneric2-150x150 lasix pills online.jpg” alt=”american+flag+generic2″ width=”150″... read more

Annex Wealth Management Featured in National Media

Annex Wealth Management’s estate planning attorney Rich Behrendt was recently quoted in several national publications about the unexpected death of pop megastar Prince. It appears that Prince died without an estate plan, which will likely cause chaos and confusion for... read more

The Philosophy Of Plain Speak

People are sometimes surprised to hear that I majored in philosophy when I was in school and only got a minor in economics. How does one parlay a philosophy degree into a career dedicated to retirement plans, you ask? It’s a long story and the honest answer is that it... read more

Annex Wealth Wins “Best Of Milwaukee” Award

For 25 years, Shepherd Express has turned to its readers to vote for the “best” the city has to offer: in food, retail, health, education, politics, and financial advice. In 2015, Milwaukee voted Annex Wealth Management the area’s best “Socially Responsible Investment... read more

“We do good work. We do honorable work.”

My Annex Wealth Management Colleagues and Friends – As some of you know, yesterday I lost my father after a brief, but grueling, battle with cancer.  After a 30-some year career as an accountant with a manufacturing firm, my dad took the Series-7 exam at the age... read more

10 Financial Resolutions For The New Year

”10 Now that the last chorus of Auld Lang Syne has been sung and the champagne and noise-makers have all been put away, many of us will turn our attention to making New Year’s resolutions.  What a great opportunity to get one’s financial house in order! Towards... read more

5 Things To Consider During Plan Restatement

If you’re a qualified plan fiduciary you either recently dealt with the Pension Protection Act plan restatement or you’re in the queue to have it done very soon. Plan restatements are generally viewed as a big pain in the patootie by pretty much everyone involved in... read more

¿Hablas 404c?

There’s no shortage of pitfalls for qualified plan fiduciaries when it comes to ERISA compliance, but some regulations are more precarious than others. 404(c) is one of those perilous areas of ERISA because it has been around for so long that some people take it for... read more

Financial Wellness – More Than A Buzzword

Financial Wellness is one of those buzzwords that gets tossed around a lot these days, and sometimes that’s not a good thing. People start to think it’s an imaginary term without any significant consequences, kind of like “Sweetest Day” being a real holiday. Believe... read more

401(k) Day!

Each September, the entire nation eagerly awaits its merriest of holidays – 401(k) Day! You won’t need this for 401(k) day. It’s possible I overstated that enthusiasm. But 401(k) day is a real thing – brought to you by the Plan Sponsor Council of America,... read more

Tom Parks Finds Rewards In Volunteering

Tom Parks, Annex Wealth Management’s Director of Retirement Plan Services, spends a portion of his professional career informing and educating folks on topics ranging from ERISA guidelines to Financial Wellness. But when he’s not at work, Tom taps into his experience... read more

Annex Wealth Management Welcomes Deanne Phillips To The Team

Annex Wealth Management is excited to welcome Deanne Phillips to our team as our Director of Client Learning & Development! Deanne boasts seventeen years of serving as a financial planner, and will serve as the team lead on educating clients and potential new... read more

Annex Wealth Management Named Top 10 Business Of The Year

Annex Wealth Management has been named a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media. The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial... read more
  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, FL, IL, KY, MN, NC, 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.