Topic of the Month: Completing Your Financial Checklist

If you are age 73 make sure you have taken your RMD (Required Minimum Distribution) from your Retirement account by the end of the year.

With the holidays approaching if you want to do Charitable Giving to your favorite Non-Profit or do a Qualified Charitable Distribution from your retirement account.

Take advantage of contribution limits to your Roth IRA or Retirement account, try to contribute as much as you can.

Make that budget for your holiday shopping and get togethers.  Stay as close to the budget you set as possible, so the New Year doesn’t bring you additional financial stress.

If you haven’t had an annual review with your financial advisor in 2025, give us a call at 724-588-9067 and let’s get you scheduled.