• 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

2020 Key Financial Data Card

January 13, 2020 by Marc Bautis

In an effort to start us off on the best foot possible this New Year, here is a very handy reference card that I use. It’s called the 2020 Key Financial Data card and it can be quite helpful whenever you need to make informed financial and investment decisions.

The Key Data card gives you many of the numbers investors need on taxes, Social Security, health care, Medicare, retirement, college planning and more. Of course, you can always call me when you have questions or concerns or want to dig deeper into the numbers, but this quick reference can be highly practical in checking an assumption or marshaling your facts.

https://bautisfinancial.com/wp-content/uploads/2020/01/KeyFinancialData2020.pdf

Category: Miscellaneous, Taxes
Previous Post: « Are You On Track For Retirement? Are You On Track For Retirement?
Next Post: 5 Ways to Protect Yourself From Scams During Tax Season Protect Yourself From Scams »

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