Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you recharged to move full steam ahead into 2020. As we enter a new year, it’s a good time to review your tax plan in light of changes to the tax code and numbers.
That’s why I am sending you a 2020 Key Financial Data reference card, which offers fingertip access to this year’s numbers on Social Security, taxes, health savings, Medicare, retirement, college planning, and more.
It’s an easy, convenient resource that you can post to your bulletin board and refer to whenever you want to check an assumption or marshal your facts.
After reading the card attached below, head down to the bottom of this email and schedule your complimentary 20-minute phone call to discuss your financial needs (or anything else you had in mind).
Working with a wealth management firm like Taylor Financial Group, LLC, can help you and your family prepare for your financial needs and costs throughout your lives.