21 min

The November Advisor Roundtable The Perry Richey Group Podcast

    • Business

On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

21 min

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