Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? 

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know. 

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas. 

As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.  

How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?  

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced as the world's reserve currency?  That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start. 

CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips. 

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X. 

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well.