Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0

<p>CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future.</p> <p>Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances.</p> <p>Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how employment numbers are potentially affecting the markets.</p> <p>The Team revisits the Secure Act 2.0, mentioning a graduated RMD adjustment and other significant changes that can benefit people who are in or approaching retirement.</p>