Week In Review

4 Big Steps Shape The Week

After months of questions and new questions, 4 separate instances of clarity and direction impacted the markets this week. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

WEBINAR | Saving The Family Cottage

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.

Watch

Wealth Prompt: The Wisdom Of Warren Buffett

Ask Annex

Investing In Cryptocurrency | Pre-Sale Upgrade Regrets

Events

Webinar Just Announced: Education Planning: Understanding 529 Plans & New Options

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We will also discuss the new rules around Roths and 529s.

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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!