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Q1 2023 Employee Newsletter: Budget Edition

Q1 2023 Employee Newsletter: Budget Edition

| January 16, 2023
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The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023.

Share this newsletter with your employees to kick start their new year financial goals!

Download the Newsletter



MATTHEW C. MONROE, AIF®, CRPS®

MANAGING PARTNER

290 Elwood Davis Road, Suite 220

Liverpool, NY 13088

mmonroe@irpny.com

(315) 431-2888

www.irpny.com

 

Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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