Tax Cuts Scheduled To End In 2025

In this two part series, we’ll take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how investors have reacted to increases in the past. And, we’ll discuss if the Federal Government has the ability to reverse course.

LIMITED VIDEO SERIES

Tax Cuts Scheduled To End In 2025: What It Means To Investors

In the first of this two-part series, WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how investors have reacted to increases in the past. And, we’ll discuss if the Federal Government has the ability to reverse course. Join us for this insightful, interactive workshop.

Recorded Thursday, August 15th, 2024

LIMITED VIDEO SERIES

Tax Cuts Scheduled To End In 2025: What It Means To Your Plan

In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense for you. We’ll discuss similar moments in history, and options you might have to mitigate a potential tax increase. And, we’ll talk about choices the Federal Government may have to delay or eliminate the increase in 2025.

Recorded Thursday, August 22nd, 2024

Financial Literacy Series

April is Financial Literacy Month.

You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring you plenty of opportunities to sharpen your knowledge and increase your personal financial literacy skills, all while enjoying some familiar games.

Each week, we’ll bring you a workshop centered on a game, rooted in facts and insights that should help you increase your financial literacy. Don’t miss it!

LIMITED VIDEO SERIES

Financial Literacy Series: Are You Smarter Than A 6th Grader?

In our most interactive workshop of the series, we’ll ask questions which help paint a picture of life for the American consumer. From saving to spending, from crypto to cash management, give your answers – and compare your success to our “expert” 6th grader, Lola. What have you learned since graduating elementary school? Here’s your chance to find out as we lay a foundation for our journey through Financial Literacy Month.

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Financial Literacy Series: Who Wants to be a Billionaire?

Join us to learn the first steps on your path to building wealth! You’ll likely need to expand your horizons and consider taking some risk, and exhibiting a little bit of patience can also have a positive effect.We’ll review investment basics, both technical and behavioral. Whether you are new to investing, need to phone a friend, or are the expert your friends call in tough situations, these foundational concepts will provide valuable perspective. Final answer: It’s a worthwhile investment of your time!

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Financial Literacy Series: American Money Warrior

While knowing may be half the battle, implementing an action plan can help get you the rest of the way. Our final workshop will educate you on the way of the Money Warrior: ideas on how to take advantage of the insights you learned in the first three weeks of Financial Literacy Month, and how you can turn them into action as you can work toward a more secure financial future.

LIMITED VIDEO SERIES

Financial Literacy Series: Cash Connection

Could better insight and planning get you on a better financial path? Sometimes it’s hard to make that connection.

During this interactive workshop, we’ll challenge you with a wide range of questions, like “What’s the difference between a tax credit and a tax deduction? Or Which is better, baseline budgeting or zero-based budgets?

Moving In Retirement

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Moving In Retirement: Episode 1 Who Will You Be?

Practically everyone considering moving in retirement jumps to detailed areas like domicile and taxes. Who you will be in retirement is a critical consideration so you can understand where and in what type of home you’ll live.

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Moving In Retirement: Episode 2 What Do You Want?

What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you – questions about how you’d like to spend your years. In this episode, we’ll discuss how others approach what they want, and answers you’ll need to create a well-built retirement plan.

LIMITED VIDEO SERIES

Moving In Retirement: Episode 3 What Should You Research?

In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of undomiciling, and the breadth of economic data that could help you when deciding where to move.

LIMITED VIDEO SERIES

Moving In Retirement: Episode 4 You’re Moving. Now What?

The past three episodes, we’ve discussed what to consider before moving – now Annex Wealth Management’s Tom Parks and Deanne Phillips discuss what to consider after you’ve made your decision to move – and some unique situations that you might want to think about.