Helpful Financial Planning Numbers for 2023

Important changes were announced for 2023 that might affect your income tax bracket, standard deductions, contribution limits in your retirement plans, education credits, annual gifts, Social Security, and Medicare.

Knowing these numbers now can allow you to make some smart financial planning moves before the year’s end. Give us a call to discuss your options.

The higher your income, the more valuable this information is for proactive tax planning and wealth management.

Download this easy reference guide or stop by our office for a complimentary copy.