Life’s Financial Milestones – Finger Financial Five 178

Are you ready to take control of your financial future? Our latest content, “Life’s Financial Milestones,” is here to guide you through the different financial milestones in one’s life. 

What’s Inside?

  • Milestone at Birth: Discover the financial steps to take when a child is born.
  • Early Savings: Learn the benefits of starting to save early.
  • First Job Milestone: Understand the financial considerations when your child lands their first job.
  • Age 50 Milestones: Financial actions to take as you hit 50.
  • Age 59.5 Milestones: What changes when you reach this age?
  • Age 65 Milestones: Financial steps for Medicare.
  • Age 70 Milestones: How to manage your finances responsibly as you enter your 70s.
  • Tax Efficiencies: Tips on being tax efficient, including a cost basis example.

To get the full insights, don’t miss out on our latest YouTube video where we break down each milestone in detail. Click the link below to watch now:

Watch our latest YouTube Video

On the lighter side, Best of the Beach is now open for voting! We were thrilled to win in the Wealth Management category last year. You can now go vote for who you think should win Best of the Beach in a range of different categories!

Hope all is well with your family,


Finger Financial Five – 5 points in 5 minutes or less – is to provide you with a weekly shot of useful financial information.  My intention is to share principles, so that you will have more clarity, that help you make better financial decisions.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.  Stratos Wealth Advisors, LLC and Riverview Wealth Management are separate entities.

The information presented in this newsletter is the opinion of the writer and do not reflect the view of any other person or entity.  The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies.  This is for information purposes only and should not be construed as an investment recommendation. 

Past performance is not necessarily indicative of future results, and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk and, unless otherwise stated, are not guaranteed.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


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