WATCH IT: Talking Savings And Finances With A Millennial Part II

Annex Wealth Management’s Tom Parks talks savings, budgeting, and financial pressures with two members of the Annex Wealth Management team who are millennials, Courtney and Allie. WATCH IT

Nominations now accepted for the Know the Difference™ Award!

The Know the Difference™ Award presented by Annex Wealth Management and Vince Lombardi Cancer Foundation, recognizes someone who:

  • Gives above and beyond to those dealing with cancer
  • Performs special acts of kindness to have a positive impact
  • Builds the morale of people going through cancer and/or caregivers that care for them and much more.

Read about last year’s Know the Difference™ Award winner, Patricia Payleitner Here.

Do you know someone who would be a great candidate for this award?

Submit your Know the Difference™ Award nominations by April 7th below.



And The Winner Isn’t…

Peter O’Toole is probably the unluckiest actor in Oscar history. Throughout his career, he collected eight nominations but he never won and passed away in December 2013. Richard Burton’s story is similar with seven nominations and no win. Glenn Close and Deborah Kerr have each been nominated six times but they have also missed out. Other well known actors in the club include Bradley Cooper (4 nominations) as well as Sigourney Weaver and Tom Cruise with three each.

Source: https://www.statista.com/chart/8290/and-the-winner-isnt/



A Map To Managing Retirement


March 8, 2017
6:00 PM – 7:30 PM
Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914

Retirement is not the last square on your life’s game board. There are lots of winning decisions left to make.
You need a strategy that:
• Manages taxes and costs to preserve savings
• Optimizes rollovers and distributions
• Prevents damage from ill-timed withdrawals


Free Event – Reservation Required

For more upcoming Annex events CLICK HERE


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

Know The Difference™ Minute: Guess How Much You Should Have Saved For Health Care When You’re Retired

A recent study showed just how much you’ll have to have saved to make sure you’ve got your healthcare costs covered in retirement. The numbers might be surprising. Annex Wealth Management’s Dave Spano explains.

Trusts vs. Wills: Whats The Difference & Does Everybody Need One?

Annex Wealth Management’s Director of Estate Planning, Richard Behrendt, J.D., discusses the difference between a trust and a will, and which he prefers with Annex Wealth Management’s Mark Beck.

What Are Some Alternatives To The Stock Market?

Annex Wealth Management’s Mark Oswald discusses investment alternatives to the stock market, how options have changed over time, and the prospects of investing in financials in the future.

There’s a significant difference between

financial advisors. Know The Difference™

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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