In The News

Axiom Vol 17

10/16/16

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

A recent survey 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 retirement goals. Here are 6 insights that may help you approach retirement with less fear… READ MORE

FEATURED: What Is National Estate Planning Week?

October 17-23 has been named National Estate Planning Week. Do you have a plan? Learn More

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Age Of Retirement

Saving for retirement starting in your 20s could be key to achieving financial stability by the time you reach retirement.Younger generations can learn a lesson from these trends by anticipating monthly costs in retirement now so they can begin saving to meet those future requirements. The infographic includes a chart that shows how much a person will need to save to cover expected monthly expenses from $1,000 to $10,000 for both 20- and 30-year projections.

*Source: http://www.lifehealthpro.com/2016/06/17/for-retirement-security-save-early-and-often-infog

EVENTS

October 26 @ 6:30pm – 8:45pm The Pfister Hotel
Featuring:
Dave Spano, CFP®, President & CEO
Derek Felske, CFA™, CIO
Wine · Light Hors D’oeuvres · Desserts
Complimentary Event

WE’LL COVER:

· Hear Annex Wealth Management’s Chief Investment Officer discuss his approach to market fluctuations.

· Learn what philosophies guide Annex Wealth Management’s investment decisions.

· Discuss the strengths of a Core and Tactical approach in navigating the markets.

For the full list of upcoming events visit our EVENTS PAGE

BEST OF OUR RADIO PROGRAMS

Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

A Question You Must Ask Your Financial Advisor

Annex Wealth Management’s Dave Spano and Mark Oswald discuss what question you must ask your advisor, and why.

The Value Of Financial Planning

Annex Wealth Management’s Dave Spano and Deanne Phillips – who both have served as President of the Certified Financial Planner Association of Southern Wisconsin – talk through key steps of financial planning and why it’s so essential.

There’s a significant difference between

financial advisors. Know The Difference™

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

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 17

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

FEATURED: What Is National Estate Planning Week?

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Age Of Retirement

EVENTS

BEST OF OUR RADIO PROGRAMS

A Question You Must Ask Your Financial Advisor

The Value Of Financial Planning

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management