Week In Review
The US released around 20 days worth of supply from its strategic oil reserves, but the markets yawned – perhaps because they’re not sure how long the conflict will take. Add a private credit concern, and then throw in a great earnings season, and Annex Wealth Management’s Dave Spano and Brian Jacobsen have lots to discuss.
Events
Leverage Your Health As Your Greatest Wealth | WOMEN & WEALTH | March 18
Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today can support aging in place, reduce future costs, and enhance quality of life. Through expert-led discussions and interactive exhibits, you’ll gain practical insights into staying healthy, financially prepared, and sustaining independence – on your terms – for years to come.
REGISTER →
Instant Insight: The Fed & the Markets | WEBINAR
Join us for Instant Insight: The Fed & The Markets, a brief, informative webinar where we’ll explain how the upcoming Fed’s announcement might affect you.
REGISTER →
Watch
How The New $6,000 “Senior Bonus” Tax Deduction Works
Millions of older Americans will see a new tax break starting this filing season, thanks to a temporary “senior bonus” deduction included in recent federal tax legislation. While it doesn’t eliminate taxes on Social Security benefits, the change can significantly reduce taxable income for people age 65 and older, especially those living on fixed or middle class incomes. For retirees and those close to retirement, it’s a reminder that small changes in tax policy can have an impact on retirement cash flow.
Listen
Listen to The Women & Wealth Show from Annex Wealth Management
Tune into 1130 WISN at 2 PM CT (or on demand anywhere you get your podcasts) to listen to our newest radio show! We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices can help you shape your future.
EXPLORE →
Events
THIS WEEK: Annex University: Long-Term Care Basics | CLIENT WEBINAR
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.
REGISTER →
Listen
Private Markets & Diversified Portfolios | Listen To Wealthyist
Listen to our conversation surrounding private investments and their role in a diversified portfolio, and the nuances of private markets and their relevance for high-net-worth individuals
EXPLORE →
Watch
Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to update their information before funds are released. So, if you want your refund to be on-time (and most people do), these new requirements are key to avoiding unnecessary delays.
Comprehensive Wealth Management Should Mean Your 401(k), Too.
Contact your Wealth Manager for details.
Radio
Listen To Us On The Radio!
Listen to one (or more!) of our FIVE different radio shows on four different stations. Each week Annex team members share their expertise in areas related to wealth management, as well as comment on trends we’re seeing on a daily basis.
