Jon Imber, Investment Adviser and Registered Financial Consultant (RFC®)
Jon Imber is the president and owner of Imber Wealth Advisors. A fiduciary adviser, he has passed the Series 65 exam and holds a life insurance license in Michigan. He's a member of the Financial Planning Association and a Registered Financial Consultant (RFC®). He earned his bachelor's degree in marketing and business administration from Northwood University.
Phone: 734.769.1719 | E-mail: office@imberwealth.com | Website: www.imberwealth.com
Latest articles by Jon Imber, Investment Adviser and Registered Financial Consultant (RFC®)
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Is Deferring Taxes the Best Thing for Your Retirement Savings?
Roth IRA Conversions The tax bill that you’re putting off on your traditional IRA or 401(k) may be higher than you think, especially since it’s looking likely that tax rates could be rising sooner rather than later.
By Jon Imber, Investment Adviser and Registered Financial Consultant (RFC®) Published
Roth IRA Conversions -
Saved Enough for Retirement? Well, That Depends
retirement You can't just target a $1 million or $2 million goal, because if you're a big spender or a penny pincher, that figure could be way off what you really need.
By Jon Imber, Investment Adviser and Registered Financial Consultant (RFC®) Published
retirement -
Retirement Requires a Shift in Thinking
Making Your Money Last The risk-reward equation changes when you retire. It's no longer about growing your wealth: It's about protecting what you've got. So get ready to flip your mental switch from accumulation mode to preservation.
By Jon Imber, Investment Adviser and Registered Financial Consultant (RFC®) Published
Making Your Money Last