2017 Planning Guide: What You Need to Know

At Albion Financial Group, we believe in the importance of quality advising where financial success is a result of a series of good decisions over time. Multi-year financial advice on investments, tax planning, retirement savings, college education, Social Security and estate planning strategies can help protect income and grow wealth.

The start of a New Year is a good time to review your financial strategies to ensure they are aligned with your goals – an expertise we bring to bear for our many client families. We aspire to be a financial resource to you and in that spirit this blog post contains our 2017 Planning Guide to assist you in making informed choices. This guide is designed to be a quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information. We hope this infographic is a helpful resource as you navigate many of life’s financial decisions.

There were not many material changes to the 2017 Planning Guide from last year. The two most notable changes are the nearly 10% increase in Medicare Part B premiums as well as the 7% increase in the Social Security wage base.

Everyone’s financial situation is unique – the information found in the 2017 Planning Guide should only be used as a foundation for discussing your individual circumstances with a CERTIFIED FINANCIAL PLANNER™ practitioner, legal or tax professional.

The wealth advising team at Albion Financial Group understands the complexities of the current wealth management environment and would be honored to discuss your financial situation and strategies that may help you reach your personal financial goals. Please give us a call at (801) 487-3700 or email

We wish you a prosperous 2017.

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Devin Pope, CFP®, MBA
Senior Wealth Advisor
Albion Financial Group

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