Your 2025 Year-End Financial Checklist: Smart Moves Before January 1st

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As 2025 winds down, the Noles family breaks down your essential year-end financial checklist—from budgeting and retirement contributions to RMDs, tax-sensitive moves, insurance reviews, Medicare updates, emergency savings decisions, and more.

We also spotlight the latest holiday scams (based on new AARP data), explain how retirees and pre-retirees can stay safe, and take a lighthearted look at the 2025 PNC Christmas Price Index—including which gifts from the “12 Days of Christmas” skyrocketed in cost.

Plus, the Noles Group delivers a heartfelt message for anyone who thinks they’ve “waited too long” to retire. Using inspiration from JFK’s moonshot speech, the team explains why financial planning is a challenge worth taking—and why it’s never too late to start. 

Picture of Danny J. Noles

Danny J. Noles

With more than three decades in the financial industry, Danny leads the firm with a focus on relationships, education, and long-term guidance. Clients value his availability, honesty, and ability to explain complex decisions clearly.
All Posts
Picture of Danny J. Noles

Danny J. Noles

With more than three decades in the financial industry, Danny leads the firm with a focus on relationships, education, and long-term guidance. Clients value his availability, honesty, and ability to explain complex decisions clearly.
All Posts
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