The new year brings new changes to some of the federal tax figures used in financial planning. Here are some highlights:
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To help get where you want to be, it’s critical to know where you are right now. Use this quick checklist to assess different parts of your financial life and note any major changes, opportunities, or questions you have.
This helpful chart is updated with the latest 2021 figures.
To help you stay on top of all the changes, call 817-462-4200 any time to schedule an appointment.