2023 EP0121 | PLANNING MATTERS | Proactive Planning for 2023 and 5 Key resolutions

2022 was a brutal year for investors. 2023 is sure to be challenging, but there are some action steps you can take now, to set yourself up for success no matter how the market behaves. In this video, Peter Richon with Richon Planning and Erin Kennedy walk through these 5 Resolutions:

1. Rebalance

2. Pay Down Debt, Lower Expenses

3. Keep Saving for Retirement

4. Update Your Estate Plan/Beneficiaries

5. Proactive Tax Planning

If you would like some help outlining or setting up and achieving your unique financial goals and resolutions, please feel free to reach out to Peter for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com

#FinancialResolutions #2023resolutions #financialfitness