Pickarski Financial Group

As 2024 comes to a close, it's the perfect time to review your insurance coverage and estate planning to ensure your family's protection now and in the future. To help you wrap up the year on solid ground, we've put together a quick checklist focused on these crucial areas. Swipe through to learn more.

Have financial questions as you complete your year-end review? Give us a call today. We are always here to help.

As we approach the end of 2024, it's essential to start preparing for tax season by reviewing your financial plans and making any necessary adjustments. To help you get ready, we've outlined a few key actions to consider before the year wraps up. Swipe through to learn more.

Have questions? Contact us — our team is here to help.

As the year winds down, we want to take a moment to thank our network for your continued support and trust. We're looking forward to what the new year has in store.

We hope this holiday season brings you joy, warmth, and time with loved ones. Please note that while our office will be closed for a few days, we’re excited to connect with you when we return.

From all of us, Happy Holidays and New Year! ✨

As we approach the end of the year, you might notice a buzz about the "Santa Claus Rally." This is a phenomenon that has intrigued investors for decades, offering a unique blend of market optimism and holiday cheer.

With this in mind, we have put together a quick overview of the “Santa Claus Rally” and what you should know. Swipe to learn more.

As always, feel free to reach out with any questions about your financial strategy. Happy Holidays!

As we approach the end of 2024, it's the perfect time to reassess your financial plans, investment strategies, and retirement goals. To help you finish the year strong, we've compiled a quick checklist focused on these key areas.

Need guidance? Our team is here to help you navigate these year-end tasks. Reach out anytime.

With the arrival of the holidays, we want to extend our warmest wishes to you and your loved ones. May your time be filled with joy, rest, and cherished moments.

Please note that our office will be closed on December 24th and 25th so that our team can enjoy the holiday season with their families. We'll be back on December 26th at Noon.

Thank you for your continued trust and support. If you need anything during this time, reach out, and we'll get back to you as soon as possible.

Happy and peaceful holidays to all! 🎄

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs). With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more.

Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.

announces 401(k) limit increases to $23,000 for 2024.

Learn more about this and the rise of other pension limits at: https://ow.ly/Lr9n50Q3gpu

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