Broker Check
Employee Newsletter: Budget Edition Q1 2023

Employee Newsletter: Budget Edition Q1 2023

January 16, 2023
Share |

The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023.

Share this newsletter with your employees to kick start their new year financial goals!

Download the Newsletter´╗┐


Adcock Financial Group

Brian Adcock

311 W. Fletcher Avenue

Tampa, FL 33612

813-935-4091

www.adcockfinancial.com

[email protected]

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant   disclosures.  www.kestrafinancial.com/disclosures

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.