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Most people think about taxes when they file their return. Tax planning strategies can be highly effective when considered before year-end. Join us as we explore seven key financial decisions that could impact your tax bill, retirement income, investment strategy, and long-term financial plan. Whether you’re retired or preparing for retirement, you’ll leave with practical […] |
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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 · How those numbers might […] |
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Low brackets were locked in this year, and the State and Local Tax (SALT) deduction cap jumped to $40,400, if eligible. Learn strategies and considerations on bunching taxes and donations. If you’re over age 65, there’s a temporary $6,000 extra deduction if within the income limits. Learn how to potentially pair it with a tax-free […] |
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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 […] |
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If you’re wondering how the mid-term elections might impact the economy and your portfolio, join us for Navigating the Markets: Midterm Election Edition. Hosted by Annex Wealth Managements’ Chief Economic Strategist, Dr. Brian Jacobsen, this informative webinar will review: • Historical impacts of past mid-term elections • Potential impacts of proposed bills and policies • […]
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What does it truly mean for women to build wealth — and to recognize their own worth along the way? Join us for an inspiring evening of conversation, connection, and purpose as four accomplished women share the defining moments that shaped their financial journeys. Through personal stories of leadership, resilience, reinvention, and impact, each will […] |
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Elections tend to make us think differently about where we are and where we’re headed. Should you believe the hype? What’s real – and what’s myth? Annex Wealth Management wants to help you acquire a clearer vision of the ballot box’s impact. Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they […] |
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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 important – and what really matters. Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the […] |
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