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Blog

Another Birthday?

By Carolyn Walder

As I celebrate another birthday, I am reminded that birthday milestones occur for a range of ages, such as 18 for registering to vote and 62 for applying for early social security benefits. (I am somewhere between the two!) There are many key birthdays for investors, and reaching certain milestones presents special tax and investment questions for investors to consider.

Welcome!

By Carolyn Walder and Diana Batchelor

Welcome to Lifetime Wealth’s new website! We hope you enjoy the new look and additional information provided for our clients and prospects. Be sure to go to the Client Vault (under the Client Center tab) to access your financial information. If you have any trouble accessing your information, please contact

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