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
Are You On Track For Retirement?