Week In Review

Consumers May Be Looking For Confidence

While data from Washington has been unavailable during the shutdown, non-government data seems to be showing that consumers have improved moods – but not much confidence? Annex Wealth Management’s Brian Jacobsen and Mark Beck discuss.

This Week In Events:

Year-End Tax Planning | TUESDAY

Join us at our Brookfield headquarters to talk taxes! In this workshop, you’ll learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill, how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year, what to do right now, during the months of October and November – the “sweet spot” for year-end tax planning, and see how running a “mock” tax return now can uncover opportunities to optimize your plan.

Instant Insight: Inflation Trends | WEDNESDAY

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 talk about how the recent inflation numbers affect you.

In about 15-20 minutes, Instant Insight: Inflation Trends will discuss:

• The trend in inflation – and how the markets and the Fed might respond
• Potential paths to navigate our current inflation picture
• Your questions and what may happen through the rest of the year

Women & Wealth: Understanding Eldercare & Pre-Planning Final Arrangements | THURSDAY

If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. Join us at our Brookfield headquarters, where a panel of experts will discuss important decisions that can come later in life such as long-term care and senior housing considerations, elder care funding options as well as end of life pre-planning options.

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Listen to Wealthyist

the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.

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Wealth Prompt: Charitable Giving

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DOWNLOAD: 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!

OBBBA

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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