Up and to the Right

Financial Planning Changes in 2023


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Russell Harris and Brian Ransom kick off our first episode of 2023. Brian gives us two financial truths and a lie about 2022 (0:55). Our weekly market update discusses the impact of 2022 (3:51). Changes in 2023 contribution limits (15:55). The Secure Act 2.0 (19:52). Our football wrap-up (34:38).

Send us your questions! Email: [email protected].

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Up and to the RightBy Signature Wealth Management Group