The months of November and December include time-sensitive financial planning opportunities. There are a number of year-end issues for you to consider on topics such as:

  • Tax Planning, RMDs, and Retirement Contributions
  • Charitable Giving
  • Estate Planning

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. Please take a moment to review this checklist, Issues To Consider Before The End Of The Year to ensure that you remain on track.

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management