Investing Your Increased Salary

It’s always nice to be recognized for your performance at work, especially when it comes in the form of increased financial compensation. You work hard for your money, and having a bit more in the bank is always welcome. At rebel Financial, we know that not everyone wants to let that money just sit in their bank account, even if it is gaining a bit of interest every quarter or every year. When it comes to investing a portion of your increased salary, we’re here to help.

There are several options for your money, and it is our goal to help you discover the best ones for your finances. You might want to put a little more away for retirement, and a Roth IRA or 401(k) might be the best option. You might have kids that will be going to college soon, and looking at Money Market accounts and college savings plans might make the most sense. We want to implement a sound investment strategy that fits your budget and lifestyle, and that will be maintainable over time. We can discuss bonds and securities, and where your money will work the hardest to create the best return.

If you’ve just received a raise, and you’re comfortable with your standard of living and your family’s current budget, visit rebel Financial in Columbus today to discuss your investment options. You might have a general idea of where you’d like your money to go, and we’ll help you form a sound financial plan that will serve you for years to come.

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.