How will Inflation and Recession Impact My Retirement Planning? 1st Half Market Outlook Summit 2023

The market is declining, inflation continues to grow and your retirement planning could be in jeopardy, what decisions should you make and how should you plan your investments? How should you handle this decline in your retirement income planning as well as your stock and bond choices?

Join us to see how the market decline of 2022 impacted your retirement and 2023 First-Half Market Outlook. Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a Retirement Success Plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/23firsthalfs...

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2023 Retirement Dates to Remember: Download this guide to important retirement-focused dates for Medicare enrollment, Tax Planning deadlines, RMDs, and more. These considerations may help minimize taxes and maximize income — for you or your parents.
2023 Retirement Dates: https://click2retire.com/RetirementDa...

A 2023 budget bill signed by President Biden makes major changes to retirement savings plans. Our Secure Act 2.0 Guide shows you the new changes and how they may impact your retirement savings and personal finances.
Secure Act 2.0: https://click2retire.com/SecureAct
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First Half of 2023 Market Outlook Part 1 | Stock Talk Podcast: https://click2retire.com/OutlookPart1
First Half of 2023 Market Outlook Part 2 | Stock Talk Podcast: https://click2retire.com/OutlookPart2 _______________________________________________________
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This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency