Stay on top of Key Financial Data in 2023
Happy New Year to you and your family! I hope you had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2023.
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.
So, I want to send you a 2023 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.
I’ve attached a pdf of the card; you will also receive a hard copy soon.
I hope you find the 2023 Key Financial Data card to be as useful as I do. And I have a few extra cards on hand if you would like to give one to a family member or friend. Just let me know, and I'll be happy to send one on your behalf.
We'll talk soon, and again, Happy New Year!
John
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