Guarding Your Nest EggGuarding Your Nest Egg

What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money.  We’re on a mission to cut through  
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Mike takes a look back at Wall Street in 2022 and shares what he’s eying for clients this year considering recession concerns. If you aren’t familiar with I Bonds, you’ll hear the pros and cons of how they could possibly be a helpful option to help fight inflation… But NOT annuities. 

Kristen also shares an interesting travel stat that spotlights Talon’s ability and passion for helping clients with active portfolio management across the country. Plus, we discuss the details of the $1.7 trillion spending bill (Secure 2.0) that Congress passed in late December, including 2 significant changes to required distributions (RMDs) from retirement accounts that could impact your retirement accounts this year.

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  1. Guarding Your Nest Egg

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard 
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