Assurance Wealth Management

Get Your 2021 Financial
'Cheat Sheet' Today!

The 2021 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format.

Organize your finances at your convenience without having to search the internet for numbers on tax brackets, deductions, credits, Social Security, retirement plans, and more. Key Data is a quick resource that offers those figures in one “cheat sheet!”

Post it to your bulletin board!

This reference card can help you:

  • Save time by providing easy access to financial numbers that matter to you.
  • Manage your overall tax bill by using tax deductions and credits listed.
  • Make informed decisions to avoid additional taxes and penalties.
  • Spot tax-efficient opportunities to save for a comfortable retirement.
  • Plan for health care expenses in retirement.
  • Gain tighter control over your money and assets.

Advisory services are offered through Assurance Wealth Management, a Registered Investment Advisor in the State of Texas. Assurance Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.