Week In Review

The Beige Book Is Out & The Shutdown Continues

Although we don’t know when it’s going to end, or what’s going on behind the scenes, the shutdown’s economic effects are still very muted. The fed’s Beige Book gives us an economic picture. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Featured

Read The Quarterly Planning Outlook!

This quarter’s Quarterly Planning Outlook recalls our last QPO, when we theorized what parts of The One Big Beautiful Bill Act (OBBBA) might become law and how those decisions might ultimately affect your financial plan. Now that the OBBBA has become law, we can speak with more clarity on what it means for you.

Events

Making Yourself A Difficult Target For Cybercriminals | A Client-Exclusive Webinar Presented By Fidelity

The cybersecurity and fraud threat landscapes are constantly evolving, accelerated by growing digitalization, cutting-edge technologies, and rising geopolitical tensions. For many clients, oversight of meaningful controls around their digital security could contribute to them being targeted by financially motivated cybercriminals. Fidelity has extensive experience in this area and shares ideas to help firms and clients make themselves a harder target.

Fidelity’s Enterprise Cybersecurity group will discuss the current cyber fraud threat landscape and focus on things Fidelity does to protect client accounts, as well as what advisors and clients can do to better protect themselves from those threats.

All clients are encouraged to attend this webinar. PLEASE NOTE: this will NOT be recorded.

OBBBA

Continued Information Surrounding The One Big Beautiful Bill Act

The Annex Team continues to research the impacts of The One Big Beautiful Bill Act and share what that means for you. Click the button if you would like to read, listen to, watch, or register for any of the many pieces the Annex Team has put together related The OBBBA.

Pieces include:

• Tax Changes After Passing Of The One Big Beautiful Bill
• Wealthyist: Impacts of the OBBBA on Business Planning Considerations
• Instant Insight: OBBBA & The Senior Deduction

Watch

Single In Retirement

What if you’re single heading into retirement? Annex Wealth Management’s Deanne Phillips is here to discuss some things you might not have thought of, and ways to be prepared.

Tune Into Our Client-Exclusive 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.

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!