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Tom Parks, AIF®, CRPS® Director of Retirement Plan Services, Annex Wealth Management The other day a headline on the Wall Street Journal website entitled, “The Rising Perils of 401(k) Leakage” caught my eye so I decided to read further to see what they had to say. The... read more

Americans Owe Over $1.41 Trillion In Student Loan Debt

It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news circulating around the internet, television​, and in print – it... read more

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: AZ, CA,... 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

Dave Spano Talks Bringing In The Financial New Year On 620TMJ

Annex Wealth Management President & CEO Dave Spano appeared on “Wisconsin’s Morning News” this past week to discuss setting financial goals for the New Year. Dave discussed reviewing your portfolio in light of potential changes in tax laws, why 401(k) savings are... 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 Give Thanks Members of Annex Wealth Management's Team Share What They're Thankful For “Gratitude is not only the greatest of virtues, but the parent of all the others.” ~ Cicero Patrick Noble My wife Susan, and boys Harrison and Robert. Very thankful for my faith... 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

Fox 6 Welcomes Deanne Phillips For Money Smart Week

Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips joined the “Studio A” team on Milwaukee’s Fox 6 to talk about encouraging children to save. Deanne showed off a piggy bank with four slots – each with a healthy area where kids can... read more

Primary Season & Advisor Season

With the presidential primaries in full swing I can’t help but notice the similarities between the politicians who are essentially engaged in a very public job interview and my advisor peers who endeavor to gain new clients. The similarities might not be completely... 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 Financial Resolutions For The New Year 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... 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! 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, who has designated the Friday following... 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.

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