What Should Be on Your Wealth Management Watch List This Year?

March 5, 2023
It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?
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There are many long-term financial-planning decisions we can lose sight of as we navigate the unexpected avenues of our lives. If left unchecked, these choices we made years ago may not match up with our current situation. Is there anything to consider in 2023 to help determine if these past decisions still make sense?

In this episode, Mark Riepe is joined by Rob Williams, a managing director of financial planning, retirement income, and wealth management at the Schwab Center for Financial Research. They discuss five themes you should monitor in 2023 that should cause you to take a closer look at some of your financial-planning or wealth management decisions that normally don't get that much attention.

Read Rob Williams' "2023 Planning and Wealth Management Outlook."

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