Larry Kavanaugh, Jr.
Q1 2023 Employee Newsletter: Budget Edition
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!
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Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd.
Buffalo, NY 14224
L.Kavanaugh@nebstpa.com 716.674.6200x237 www.NEAdvisorsGroup.com
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
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.
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