Summer 2023 Key Financial Deadlines

As summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide.

In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial deadlines for the next three months. You can easily access this guide by downloading it from the provided link. Rest assured, the summer months afford us more leisure time for enjoyable pursuits like golfing and barbecuing (you’ll understand better after reviewing the guide).

Should you require any assistance or have any inquiries, please do not hesitate to contact us by phone or email. We are always here to help. Otherwise, we hope you get to enjoy some summer days at the beach or pool!

Download your copy of the Spring 2023 Guide below.

SERVICES WE OFFER RELATED TO THIS TOPIC

The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

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.

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