Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill - the OBBBA (or […]

How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s […]

Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all […]

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. […]

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 […]

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 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 […]

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 […]

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 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 […]