Week In Review

A Whirlwind Week – How Is Tech Behind It?

Listen

Women’s Health Trends & Hormone Therapy – An Interview With Dr. Tes Jordens | Wealthyist

In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (Annex Team member and bodybuilding enthusiast) interviews Dr. Tes Jordens, founder of 1988 Wellness (named for the year U.S. women gained independent access to small business loans), who shares insights on midlife women’s health, debunking myths around menopause, hormone replacement therapy (HRT), and obesity.

Events

Year End Tax Planning | WEBINAR | November 18

Join the Annex Team and WTMJ’s Steve Scaffidi 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, and what to do right now during the month of November, the “sweet spot” for year-end tax planning.

Watch

Good Health As A Tax Strategy

Staying healthy is important – but did you know it could save you a SHOCKING amount in taxes over your lifetime? Tom Berkholtz, CFP®, EA, ECA is here to discuss.

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Want to hear more from our team?

Check out our SWOT podcast! Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.