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Dollars & Sense: New Year, New Rules?

Dollars & Sense: New Year, New Rules?

December 30, 2022
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It is hard to believe, but we have reached our final podcast of 2022!

We had high hopes for this year, and don't get us wrong, there were definitely some wonderful moments! However, the Stock Market hit an all-time high on January 4th, then... well... you know the rest. That is why we like to remind our clients you cannot expect the market to always trend positively, you just have to plan for the dips!  

During this week’s episode of Dollars & Sense, Marc and Marion discuss what exactly is going up, and what is going down, when it comes to interest rates and some interesting factors included in the Secure 2.0 Act (including new rules around RMDs.)

Wishing you a happy, healthy, & prosperous New Year!

 

A full complement of Dollars & Sense broadcasts found here.

 

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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