Week In Review

Markets Shrug At Shutdown

Historically, a government shutdown hasn’t had a big impact on the markets. So far, this shutdown isn’t different. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Featured

Coming This Tuesday: Client Satisfaction Survey

Of all the accolades and insights we receive, your opinion means the most.

Keep an eye on your email inbox on Tuesday for our Client Satisfaction Survey! We look forward to hearing your feedback that will help shape and strengthen our continued relationship with you.

Join Us In October For These Interactive Webinars:

Understand Your WRS Pension Potential | Tuesday, October 21 @ 3:30 PM CT

If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan.

Annex University: Medicare Basics | Monday, October 27 @ 2:00 PM CT

Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help.

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Did You Know? The IRS Is Phasing Out Paper Tax Refund Checks. What Does That Mean For You?

At the end of September, the Internal Revenue Services announced that paper tax refund checks for individual taxpayers will be phased out beginning on September 30, 2025. This change is designed to protect taxpayers, speed up refunds, and cut costs. Taxpayers should continue to file their returns as they normally would, however they should make sure they act now and make sure they know their banking information to ensure a smooth transition from paper to digital refunds.

Annex Wealth Management is committed to the security of your information, and the growing consensus in our industry is that some digital forms are more secure. The IRS is another big name taking that digital step.

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!

Just For Clients

Get Annex Education On Demand!

Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!