The Power of the Plan

The biggest question that I get from clients is just, how does all of this affect me? How does this impact my financial plan? And then second to that, are there opportunities? We have the CQR Act 2.0 that just rolled out. So there's just a lot of things going on. My portfolio had a terrible 2022, like a lot of other people. But when I looked at my financial plan with my advisor at the end of the year, the plan was still relatively intact.