For Financial Planning & Tax Professionals

Crunching Number$ is a tool for financial planning and tax professionals to use as a quick reference guide for finding important numbers related to our work. The guide is offered in both pdf and excel versions depending on which format is most useful for you. We did our best to cite the sources for all of the #’s included in the guide so that if we made a typo you can double check the source. If you find a mistake please contact us at info@milestonefinancialplanning.com so we can correct it. Please share this with anyone that you think would find it helpful.

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