5 Investment and Planning Ideas to Start 2023 on the Right Foot

Jan 17, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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January is a great time to review major processes and create a plan for the new year. No question that 2022 was a challenging year for all of us, so take the time to review what worked, what didn’t work, and to set yourself up for an amazing year ahead.

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