The Quarterly Advisor: First Quarter 2023

by Financial Design Studio, Inc. / February 15, 2023

In This Issue: First Quarter 2023

Each quarter we cover Financial Planning & Investing topics that apply to you.  We cover a variety of topics and point out timely information. See what’s in the Quarterly Advisor, First Quarter, 2023 Edition!

2022 Was Rough for Investors, Will 2023 Be Better?

Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.

IRA and 401(k) Contribution Limits for 2023

IRA and 401(k) contribution limits change in 2023! Learn how much you can save for in retirement accounts like an IRA, 401(k), and more.

Estate Planning For Those You Love

In honor of Valentine’s day, let’s talk about leaving a plan for those people that you love! Estate planning is one of the most important, and yet often over looked pieces of a financial plan. We will into how you can set your finances and family up for success.

The Quarterly Advisor: First Quarter 2023 Newsletter

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