Week In Review
The Trump Administration seems to be working back channels and traditional communications to end the conflict in Iran. But as the event lingers, markets – and economic expectations – have begun to change. Will an extended conflict impact monetary policy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
Destination: Retirement. Are We There Yet? | MADISON | TUESDAY
Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together.
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Whose Name Goes First On A Joint Tax Return?
We’re diving into a small but fascinating detail hidden inside nearly every married couple’s tax return: who gets listed as the “taxpayer” and who is labeled the “spouse.” While the choice doesn’t affect the amount of tax a couple pays, it does reveal a surprising amount about cultural expectations, financial dynamics, and how those patterns are slowly evolving. Arabella Parins, CFP®, CPA and Rebecca Posig, CFP® take a closer look at what the data shows, why it matters, and how it reflects the changing role of women in financial decision making.
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Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist
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Events
This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR
Join Dr. Brian Jacobsen on Friday as he reacts to the U.S. Bureau of Labor Statistics’ Employment Situation update, shared only minutes before! Find out how the announcement may impact you, your investments, and your lifestyle. This interactive webinar will give you the opportunity to ask your questions!
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Read
It Ain’t Over Till It’s Over | Read Macro & Market Musings
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One Big Beautiful Bill Act Planning Tactics | Download Today!
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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Tax Return Review Guide
Download our Tax Return Review Guide today and get clear, actionable insights designed specifically for your 2025 return and the year ahead.
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