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February 2023 Client Line Newsletter

2023 Tax Brackets and Other Adjustments – the IRS made sizable adjustments to several tax limits in response to high inflation levels from 2022.

Making Estimated Payments Each Quarter – helps to avoid paying penalties.

Fractional Executives for Small Businesses – outsourcing leadership roles can offer your company insights without the price tag of a full-time employee.

Retiring in a Slowing Economy – a well-thought-out plan is important, more so in a tough economy.

401(k) Loans – be aware of what it means to take out a loan from your 401(k) account.

February 2023 Client Profile

February 2023 Question and Answer

A Look at Stock Market Returns Over 30 Years – based on the S&P, the average annual return on the stock market is approximately 10%.

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