Money Talk: The Annex Wealth Management Show - SWFL

Sunday, August 10th. Who’s ready to win—or lose—under the new rules?


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The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy will adapt. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also discuss concerns about using a 401(k) as an emergency fund, what qualifies as financial planning (and what doesn’t), remarriage and estate planning, and more.

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Money Talk: The Annex Wealth Management Show - SWFLBy Annex Wealth Management

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