Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.
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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider:
• Assess progress on your financial goals and determine if adjustments are needed.
• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.
• Make additional charitable contributions by year-end to potentially reduce tax liabilities.
• Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities.
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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself:
✔️ Adjust your privacy settings
✔️ Update all older passwords
✔️ Use secure WiFi connections
✔️ Monitor all transactions
