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… Read More »

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… Read More »

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes,… Read More »

The OBBBA’s 900 pages addressed many facets of financial planning, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning, a brief, insightful interactive update where we’ll discuss: What new provisions of the law affect planning for the cost of education? 529 Plan changes… Read More »

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.

The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving, a brief, insightful interactive update where we’ll discuss: New Charitable Deduction for Non-Itemizers New Floor on itemized deductions – a must know! Plan giving to… Read More »

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes,… Read More »

A comprehensive guide to planning and preparing for the unexpected!  We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

President Trump promised a tax break on Social Security. This temporary deduction is an attempt to address that promise. What does the Senior Deduction mean for your financial plan? Join us for Instant Insight: OBBBA & The Senior Deduction a brief, insightful interactive update where we’ll discuss: How to leverage this meaningful but temporary tax… Read More »

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving. President Trump recently signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages to understand what the law means for you, your taxes, and… Read More »

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 ·… Read More »

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 Chief Investment Officer, Derek V.W. Felske, CFA® as he shares with you the perspectives of the Annex Investment Committee.