Week In Review
A healthy PCE report means dissonance between labor numbers, retail sales, and a suddenly booming new homes market. What is the Fed thinking now? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Featured
AVAILABLE NOW: Optimizing Through Change. 2025 Year-End Tax Planning
The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax planning. There’s still time to optimize your tax plan. Find out what strategies might help you. There’s still time to optimize your tax plan; read “Optimizing Through Change. 2025 Year-End Tax Planning” today!
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Events
Single in Retirement: Financial Planning Strategies | BROOKFIELD
There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. Join us TOMORROW for this meaningful workshop, where the Annex Team will help identify resources and best practices around managing your healthcare, housing, finances and creating a support network.
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What Women Need to Know About Divorce | Saturday, October 4th
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative 4-hour workshop for women only; to empower them to make the best decisions for themselves and their family during this time.
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Watch
More Money, More Problems?
Just because some people are wealthy, doesn’t mean they are free from issues. Annex Wealth Management’s Amy Kiiskila, JD, CFP®, CPA, CLU® is here to discuss the complexities that come with significant wealth – and how working with a financial advisor can help you avoid them.
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Download “One Big Beautiful Bill Act Planning Tactics”
HR 1 – better known as the “One Big Beautiful Bill Act” – made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We’ve prepared a comprehensive summary of some tactics you might consider adding to your tax plan. Download now!
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OBBBA
Keep Up To Date With The One Big Beautiful Bill
Our team of experts has spent countless hours reading and deciphering the OBBB, allowing us to provide our commentary straight to you. Check out our page of content to learn more, and to also register for our upcoming OBBB-focused events!
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