Week In Review

Shutdown’s Over. Now What?

Listen

Hear Dave Spano on “Point Taken”

Each Monday morning, Annex CEO Dave Spano joins 620 WTMJ’s Steve Scaffidi & Kristin Brey on “Point Taken” to discuss the markets and recent trends.

Hear what they talked about last week:

Tune in on Mondays to AM 620, or via YouTube livestream!

This Week in 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.

Single in Retirement: Financial Planning Strategies | WOMEN & WEALTH | November 20

About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network. Join us at our Brookfield Headquarters for this month’s Women & Wealth presentation!

Podcast

Strategies for Business Owners Eyeing an Exit – with TKO Miller’s Nick Kozik

Listen To Wealthyist! The podcast that discusses the lifestyles, choices, and strategies of the wealthy.

Watch

Roth Conversions In Your 80s

When you think about retirement, most of us picture relaxation and security — not complicated tax decisions. But even in your 80s, financial planning doesn’t stop. In this segment, we’re talking about a real-life story from the Wall Street Journal about a couple facing that exact challenge. Eric Strom, CFP®, EA, Director of Financial Planning at Annex discusses.