FEATURED: Is Congress Really Coming For Your Retirement Plan?

You may have seen headlines over the past few months indicating that your retirement plan is at risk. Is Congress really coming after your retirement plan? Annex Wealth Management’s Tom Parks explains. WATCH IT


7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 6:00 pm – 7:30 pm

Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092

In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves.  Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

Free – Reservation Required

We’ll Cover:

• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less

• If you rollover or distribute your 401k or IRA incorrectly, it can cost you

• Withdrawing too much too soon can be deadly to a portfolio


• Understand your sustainable withdrawal rate

• Recognize important IRA milestones

Retirement Roadmap – September 21 @ 6:00 pm – 7:30 pm

Annex Wealth Management Elm Grove Office
12700 W Bluemound Rd Elm Grove, WI 53122

Free – Reservation Required

Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm

Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914

Free – Reservation Required

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is: Get familiar with your credit report.

Now more than ever, it’s critical that you know where you can get a copy of your credit report and what is on it.



How The iPhone’s Price Developed

The unveiling of the iPhone X was the most eagerly anticipated part of Apple’s launch extravaganza yesterday. The new handset made a daring design move in ditching the home button while it now boasts a facial scanner and the ability to make animated emojis. For some fans, the enthusiasm of the event and the enormous hype surrounding the iPhone X will be tampered by the device’s exorbitant price tag.

The iPhone X will cost between $999 and $1,149 for U.S. users. That makes it the most expensive iPhone to date, costing more than the iPhone 6s and 7 Plus, both of which hit the market at $949 (256GB). Back when the original iPhone was unveiled by Steve Jobs in 2007, the 4GB version of the device cost $499 and the 8GB version cost $599 (both requiring a 2-year contract).

Source: https://www.statista.com/chart/11067/how-the-iphones-price-developed/


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: Still Counting Storm Damage

Days and weeks after Irma and Harvey, the United States is still counting and calculating the impact these storms had on our economy – and what’s to come. Annex Wealth Management’s Dave Spano explains.

Know The Difference™ Minute: Apple & The Luxury Market

While some critics flinched at the Apple X price point, some see the new Apple product as an attempt to engage a key part of the population. Annex Wealth Management’s Dave Spano explains.

Are We Overdue For A Correction?

Are we overdue for a correction? Annex Wealth Management’s Mark Beck and Derek Felske look at the calm markets and discuss whether factors are pointing to a change in the markets.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

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