Financial Guides

Key Planning & Investment Deadlines Summer 2021

by | Jul 14, 2021

Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines reference card.

Every quarter, I like to send clients, family, and friends a reminder reference card of all the key financial deadlines heading our way over the next three months. Fortunately, there isn’t much required of us over the summer than to play golf and barbecue (you’ll see what I mean when you view the reference card).

As always, if there is ever anything you need, please don’t hesitate to call or email. Otherwise, I’ll see you at the beach!

Download Reference Card here or by clicking the image below.

You May Also Like…

Submit a Comment

Investment Advisory Services are offered through Lifetime Financial, Inc., a Registered Investment Advisory.  Insurance and other financial products and services are offered through Lifetime Paradigm, Inc. or Lifetime Paradigm Insurance Services.  Neither Lifetime Financial, Inc. nor Lifetime Paradigm, Inc., or its associates and subsidiaries provide any specific tax or legal advice.  Only guidance is provided in these areas.  For specific recommendations please consult with a qualified, licensed Advisor.  Past performance is no guarantee of future results.  Your results can and will vary.  Investments are subject to risk, including market and interest rate fluctuations.  Investors can and do lose money and, unless otherwise noted, they are not guaranteed.  Information provided is for educational purposes only and is not intended for the sale or purchase of any specific securities product, service or investment strategy.  BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.