Key Financial Data for 2013

January 24, 2013

In an effort to start us off on the best foot possible this New Year’s, I’m enclosing a very handy reference card that I use and send to clients. It’s called the 2013 Key Financial Data card and it can be quite helpful whenever you need to make informed investment and financial decisions. 
The Key Data card compiles in one place many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more. Of course, I am also available if you have questions or want to dig deeper into the numbers, but this quick reference can be very practical in checking an assumption or marshaling your facts.
I hope you find the 2013 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 them one on your behalf. 
Again, I wish you a very prosperous New Years. 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.


In an effort to start us off on the best foot possible this New Year’s, I’m posting a very handy reference card that I use and send to clients. It’s called the 2013 Key Financial Data card and it can be quite helpful whenever you need to make informed investment and financial decisions.

The Key Data card compiles in one place many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more. Of course, my team is also available if you have questions or want to dig deeper into the numbers, but this quick reference can be very practical in checking an assumption or marshaling your facts.

I hope you find the 2013 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 them one on your behalf (just email theodore.massaro@lpl.com).

Again, I wish you a very prosperous New Years. 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.

Key Data Card 2013



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