Here is a handy reference card to help with your finances for the rest of the year. It’s called the 2014 Key Financial Data card and gives you many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more.
Of course, you can always call me when you have questions or concerns or want more detailed information, but this quick reference can be very helpful in checking an assumption or marshaling your facts.
I look forward to another great year with you!
Download the Key Financial Data Card
Key Financial Data Card
