Financial Planning Essentials
Click on the image below to access information about:
- Tax Brackets & Deadlines
- Tax Credits & Deductions
- Social Security
- Medicare
- Required Distributions
- Contribution Limits
- & Much More
“An investment in knowledge
pays the best dividends.”
-Benjamin Franklin
Sample Work
Resources for Social Security & Medicare
*Click on any of the following links to explore!
Suggested Activity – Login to www.ssa.gov to create an online account and review your current benefits.
