• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

2018 Key Financial Data Card

March 5, 2018 by Bautis Financial
In light of the recent Tax Cuts and Jobs Act, I wanted to send a quick, easy-to-follow reference card with the new tax brackets and other numbers that investors need on taxes, Social Security, healthcare, Medicare, retirement, college planning and more.
The guide presents these numbers in simple calculation tables to help you estimate and manage your tax bill. The tables also have information that can help you make more informed decisions about your investments and retirement savings.
Naturally, you can always call me when you have questions or concerns or want to dig deeper into the numbers, but this simple tool is convenient for checking an assumption or marshaling your facts.
You can get your 2018 Key Financial Data Card here
If you would like to download the 2017 Data Card to see side by side what changes are included in 2018 you can download it here

 

Category: Taxes
Previous Post: « Manage Your Freak Out Risk
Next Post: Financial Complexities of a Longer Life »

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

Why — and How — Are the Wealthiest So Wealthy?

Why — and How — Are the Wealthiest So Wealthy?

March 29, 2023 By Bautis Financial

Dog Walking Side Hustle

44% of Americans Report Having a Side Hustle Amid Inflation

March 28, 2023 By Bautis Financial

Stock Market Recap

Market Recap Week of 3/20/2023 Through 3/24/2023

March 27, 2023 By Bautis Financial

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Fed Hikes Rates by a Quarter Point and Indicates Increases May Be Nearing an End

Fed Hikes Rates by a Quarter Point and Indicates Increases May Be Nearing an End

March 23, 2023 By Bautis Financial

Blog Categories

  • Budgeting/Saving (36)
  • Business (53)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (33)
  • Estate Planning (16)
  • Finance News (587)
  • Insurance (27)
  • Investments (248)
  • Learning Center (25)
  • Lifestyle (52)
  • Miscellaneous (50)
  • Personal Finance (160)
  • Politics (21)
  • Real Estate (48)
  • Retirement Planning (104)
  • Social Security and Medicare (28)
  • Taxes (49)
  • The Agent of Wealth Podcast (147)
  • Uncategorized (109)
  • Videos (154)
  • Wealth Management (72)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top