Get your finances in order with these tips

Get your finances in order with these tips

By Kim Bos, financial advisor, Edward Jones, Holland

With 2018 coming to an end, it’s important to re-evaluate and assess your finances and investments, and gear up for the year ahead. These tips will help you pave the way for success in 2019.

Make the right financial moves before year end

  1. Contribute to your 2018 IRA
  2. Contribute to a 529 education savings plan
  3. Discuss new regulatory changes with a financial advisor
  4. Review your risk tolerance
  5. Review your progress toward your financial goals

Start 2019 off on the right foot

  1. Increase contribution to your employer-sponsored retirement plan
  2. Max out IRA or Roth IRA
  3. Build an emergency fund — three-six months’ worth
  4. Control your debts; the less debts to pay, the more you can save for your future

Kim BosKim Bos
Financial Advisor
1121 Ottawa Beach Road
Suite 120
Holland, MI 49424