Your retirement goals matter. Join us for Instant Insight: Jobs & the Economic Outlook, a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you. In about 15-20 minutes, Jobs & the Economic Outlook will discuss: · What the new jobs numbers mean for your investments or 401(k) allocations · […]
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. Topics Addressed Include: Legal processes Child support and maintenance Potential tax consequences Considerations around your house Asset splitting […]
About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]
What Gridlock & Government Spending Mean For Your Health Coverage Enhanced Affordable Care Act (ACA) subsidies are set to expire at the end of this year. While Congress debates government funding and shutdown threats, there is talk of striking a deal to extend these subsidies. For those on ACA coverage—or plan to enroll soon—the stakes […]
Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill Learn how The One Big Beautiful Bill Act's retroactive tax changes affect your tax and retirement planning for this year! Learn what to do right now, during the months of October and November, the "sweet spot" for year-end […]
A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money. Join us for Instant Insight: Inflation Trends, a brief, informative webinar where we’ll […]
If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. A panel of experts discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options as […]
You're working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then... OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions, a […]
If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Join WTMJ's, Steve Scaffidi along with Annex Wealth Management's Director of Financial Planning, Eric Strom, CFP®, EA and Senior Financial Planner, Tom Berkholtz, CFP®, EA, ECA as they discuss how […]
