Week In Review
What wildcards could affect inflation’s current reduced growth rate? As personal spending declines and GDP is revised downward, consumers seem to be making a statement on where they think the economy is headed. Annex Wealth Management’s Brian Jacobsen explains.
Events
Annex University: 8 Tips To Smarter Charitable Giving
Many of us would like to leave a lasting legacy on our world, our community, and our family.
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In Case You Missed It
Annex University: Education Planning | Understanding 529 Plans & New Options
Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We will also discuss the new rules around Roths and 529s.
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Events & Webinars
Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
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