Things to Consider Before the End of the Year

As we approach the close of 2025, take some time to reflect on our checklist of essential tasks. There’s nothing quite like a deadline to inspire action, so being proactive in your financial planning is crucial. Early consultations with your Financial Advisor and CPA enable you to make well-informed choices and seize any last-minute opportunities. We’re here to support you—feel free to call or email us to schedule a meeting.

• Lake Financial was a sponsor for the PWHS Booster Club Alumni Golf Outing. We donated the prize for the “Closest to the hole” competition, which included a cooler backpack and 4 large insulated tumblers with the Pirate logo engraved on them.
• Paul took part in the Variety Golf Outing held in Lake Geneva. Variety - the Children’s Charity of Wisconsin, has been around since 1935 raising money to support children with physical or developmental special needs, and their families, throughout Wisconsin.
• LFG sponsored Port Washington’s Lion’s Fest again this year.
• We were a proud sponsor of Fishday again this year. The event was a huge success, with three days of fish & chips, live music, the parade, and a spectacular fireworks show.
• Jason and his family, who regularly volunteer through the Lion’s Club Greendale Chapter, helped run the food tent at the Air & Water show in Milwaukee.
• We were a sponsor again for the annual Duffy Golf Outing, which raises money for Port Washington’s wrestling programs from youth through high school.
• We hosted our annual client Open House at the beginning of September. The event was open to the public and featured live music, food and drinks, and time to meet all of the advisors and staff. We gave away 14 gift baskets as well, filled with items from local businesses. 
• We were a sponsor for Port Washington Main Street’s new fall planter event. The event is new this year, encouraging businesses to sponsor a fall planter to decorate their storefront for the season.
• John, founder of the Milwaukee Mounted Patrol, took part in a fundraiser for Officer Corder, who was killed on duty in June.
• Brad and Brian have been volunteering their time to coach football for 1st and 5th graders this year.
• LFG was a sponsor for the Random Lake Fireworks 4th of July Beach Bash Celebration on July 12th.
• We purchased mini footballs to be thrown out at both the Random Lake - Ozaukee and Port Washington high school football games for the 2025 season. The footballs were customized with the school logos as well as our own.
• Paul spent time teaching sailing for students through the Milwaukee Sailing Center in August.