The One Big Beautiful Bill Act made permanent some provisions of the TCJA, 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. Download: hubs.li/Q03Jy3Zz0

WEBINAR | Ask Annex Anything September 24 @ 11:00 am - 12:00 pm Join Dan O’Donnell in asking Annex Wealth Management the hard questions about planning, the economy, and your money. Register: hubs.ly/Q03JScBL0

Missed yesterday's Instant Insight webinar with Brian Jacobsen & Tom Parks? Catch up on the Fed & the Markets here: hubs.li/Q03JZLP-0

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. hubs.li/Q03K9xT30

Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. hubs.li/Q03K9CpS0

Investments. Retirement. Legacy. Taxes. One Plan. Get Started Here: hubs.li/Q03G2dHf0

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. hubs.ly/Q03J7bMk0

Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. hubs.ly/Q03K9H5S0

🗣 NEW EPISODE SWOT Podcast | Hosted by Dr. Brian Jacobsen, Chief Economist Listen here: hubs.li/Q03K9LxN0

NAPLES | October 7 @ 6 pm 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. hubs.li/Q03JP43b0

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. hubs.li/Q03L7wr30

As the 10/1 deadline approaches, a compromise seems unlikely. Join Dave Spano & Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Wealth Transfer. hubs.li/Q03L9NhM0

Finish Your 2025 Strong. Update Your Financial Plan Now. Get Started Here: hubs.li/Q03G2fdt0

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time. hubs.ly/Q03J7dNq0

Join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also explores the 4% retirement rule, Warren Buffett-style estate planning, why your 401(k) isn’t a piggy bank, and common myths about trusts. hubs.li/Q03L9Lt60

🗣 NEW EPISODE SWOT Podcast | Hosted by Derek Felske, Chief Investment Officer Listen here: hubs.li/Q03Lb8K60

WEBINAR | Instant Insight: Jobs & The Economic Outlook Friday, October 3 @ 9:00 am - 9:30 am Your retirement goals matter. Register: hubs.li/Q03LkPfW0

The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax planning. There's still time to optimize your tax plan. Find out what strategies might help you. bit.ly/4pNUNLI

NEXT WEEK: WEBINAR | Navigating The Markets October 9 @ 12:00 pm - 1:00 pm Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. Register: bit.ly/4gSbTnP