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The Best Financial Moves You Can Make in 2018

Are you ready to make better financial decisions in 2018?

Do you want to be more educated and make financial choices that will leave you better off in the long run?

The experts say there are five things you can do right now to help you secure benefits in the future.

  1. Don’t be afraid of the stock market. Learning how to properly invest your money is an important skill, and it’s normal to be nervous before investing. Educate yourself before hiring a broker, and learn about different types of brokerage accounts to figure out what’s best for you.
  2. Make use of Health Savings Accounts. Enrolling in a tax-advantaged health savings account either through your employer, or directly, could really make a difference in helping you manage your expenses today and in the future. An HSA is a medical savings account that is available in the United States to taxpayers who are enrolled in a high-deductible health plan. The money you contribute to this account is not taxed, and you have the ability to invest over time.
  3. Take action, even small action, toward a financial plan! Don’t lose sleep over worries about your financial future. Even taking small steps to address debt (like creating and sticking to a budget, starting an emergency fund, etc.) might be able to eliminate your financial worries.
  4. Talk to retirement planner. If you’re within 5 years of retirement, we want to help you define and create an investment and retirement plan that fits your situation.

At Imber Wealth Advisors, we want to help you achieve your dream of a worry-free retirement!

We know that there are many elements to planning for retirement, and it can be really overwhelming. We want to help give you peace of mind! In an effort to help you as you near retirement at a rapid pace, we want to give you some advice to consider when you are retirement planning.

Don’t wait to start! The time is now to start retirement planning, and we can help you focus on where to start and what to do.

Call us today to schedule a complimentary introductory meeting at (734) 769-1719 or at office@imberwealth.com.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Imber Financial Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. 

Fee based financial planning and investment advisory services are offered by Imber Financial Group, LLC, A Registered Investment Advisory Firm and Capital Asset Advisory Services, LLC, and SEC-Registered Investment Advisor (Registration does not imply a certain level of skill or training). Insurance products and services are offered through Imber Wealth Advisors, Inc.. Imber Financial Group, LLC. and Imber Wealth Advisors, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

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