Key Ages for Financial Planning

You say it’s your birthday…happy birthday to you! If you’re old enough to have read those words to the tune of a popular Beatles song, you should be aware of key birthday milestones that hold financial significance.

Even if the words didn’t recall a familiar tune, listen up because some birthdays (and half-birthdays) represent financial opportunities and responsibilities — and a few give you only one…

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Meredith Moore

Meredith Moore

Tireless worker. Financial Advisor Guru. Speaker. Writer. Leader. Personal Growth Junkie.