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The Boston Globe


Dates to save: Planning your financial birthdays

Put these important milestones on your financial-planning calendar

If you’re the type of person who stopped celebrating your birthday at age 49, you may be missing some important financial milestones. The period between ages 50 and 70 includes several critical birthdays when key financial rules change or important decisions need to be made.

“You have to pay attention because you could be leaving money on the table,’’ says Dana Levit, a fee-only financial planner with Paragon Financial Advisors in Newton. In some case, you could even get hit with penalties.

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