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.

Featured

Reminder: Take The Client Satisfaction Survey!

We want to hear from you! If you haven’t yet completed our Client Satisfaction Survey, you have until Tuesday, October 21 to do so. Your feedback will help shape and strengthen our continued relationship with you. If you missed our initial email last Tuesday with the link, you’ll receive another one this week!

Events

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

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.

Watch

Wealth Prompt: Charitable Giving

Tune Into 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.

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!