Q4 2022 Letter to Clients: January 10th, 2023

Q4 2022 Letter to Clients: January 10th, 2023

January 10, 2023

Dear Valued Client:

Enclosed are your reports and spreadsheets for the period ending December 31, 2022.  This package also includes a 2023 outlook from American Funds, information on Medicare, a piece on the Municipal bond market, and “From the Desk Of” pieces by Marianne Brown CPA, Anthony Sandomierski CPA,CFP®, and Jason Gordon CPA,CFP® on tax changes that you may be able to benefit from. (more…)