Money Talk

August wasn't kind to investors. What happened and what's on the horizon for September? We'll review the fresh jobs number and what that might mean for the Fed. How can grandparents bless their grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join.

Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a significant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow? We'll investigate.

CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?". Ask Annex hits the mailbag, and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.

As recession fears fade, for now, earnings and other significant data continues to pour in. Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning? We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional.

Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation?

More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week.

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions, and we'll also talk about 'surrender squeezes' and why they should be avoided.

ADP's employment number was huge, but the Labor Department's was not. What's going on and what might the next move be from the Fed? We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.

Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post-nuptial agreements.