Stay on top of
Key Financial Data in 2021
Happy New Year! I hope you and your family had a joyous holiday and made many warm memories. I also hope that 2021 brings you a strong economic recovery.
To roll full steam ahead into the New Year, I’m sending a handy reference document that I send to all of my clients by popular demand. It’s called the 2021 Key Financial Data card, and it's a convenient tool that helps clients make more informed financial decisions.
The 2021 Key Financial Data offers quick calculation tables with important numbers on taxes, Social Security, healthcare, Medicare, retirement, college planning and more. I am also available to answer questions, but this document can come in handy when you need to do a quick double-check on tax brackets, credits, deductions, exemptions, thresholds, and limitations.
I hope that you find the 2021 Key Financial Data to be as useful as I do. Please feel free to forward this on to friends & family.
Again, here’s wishing you a very prosperous New Year. As an old Irish toast goes, “In the New Year, may your right hand always be stretched out in friendship, but never in want.”
Here’s my right hand, and if you do want for anything, please don’t hesitate to give me a call.

We would like to schedule some time to
get together for a review this quarter.

Please reach out to our team at
770-740-8744 or email us to schedule
a web/conference call review.
Securities offered through Securities America, Inc. Member FINRA/SIPC. 
Advisory services offered through Olson Associates, a Registered Investment Advisor. Securities America and Olson Associates are separate entities.