TABER Asset Management

If you’re looking to optimize your finances in the new year, listen to our latest podcast! We cover: ➡️ Cutting unnecessary expenses ✅ Streamlining your investments 💡 How to make your money work harder for you Start the year with a strong financial foundation—listen now: https://lnkd.in/dZ2w4Wtx #FinancialPlanning #Podcast #WealthBuilding #FinancialPodcast

Happy New Year! Here's to a fantastic 2025 filled with new opportunities, growth, and success. Wishing you and your family a year of prosperity and happiness! 🎉🥂 #Welcome2025

It’s never too late to improve your financial health! A midlife reset can help you: 🔄 Reevaluate your goals. 📊 Optimize your investments. 💸 Plan for upcoming life changes. Reach out for a consultation and let’s start 2025 with a fresh outlook.

Season's Greetings! ❄️🎁 As the year comes to a close, we want to thank you for your continued support and partnership. Wishing you and your loved ones a joyful holiday season and a prosperous New Year! ✨

🎙️ Tune into the Creating Wealth Podcast! Join Anastasia and Bill Taber, advisors with over 40 years of experience, as they bring clarity to the world of investing and personal finance. This father-daughter duo answers your biggest questions about: 📈 How to invest with confidence 🧠 The mindset needed to build wealth 🌟 The latest trends in finance 🎧 Listen now and take the next step in your financial journey: https://lnkd.in/dZ2w4Wtx #CreatingWealthPodcast #Investing #FinancialEducation

The TABER Asset Management team wishes you Happy Holidays! In this special look back, we share some of our favorite memories from 2024.

🎙️In this episode, Bill and Anastasia discuss emotion-based money topics by covering the four money scripts that may form during childhood and how they can affect your approach toward money in adulthood: 👉Money Avoidance 👉Money Worship 👉Money Status 👉Money Vigilance https://lnkd.in/dUUsnGXa

The countdown to 2025 is on! Take these steps to wrap up the year financially prepared: ✅ Organize tax documents. ✅ Review your budget and savings. ✅ Check your progress on financial goals. Together, we can make 2025 your best year yet! Reach out if you need support.

🎙️ In our latest podcast episode, we're joined by Michael Silverman, President and CEO of Silver Lining Insurance Agency, Inc. Together, we break down the essentials of insurance, including the common mistakes people make, how to adjust your policies for different life stages, and why regular reviews of your coverage are so important. ⭐ As 2024 comes to a close, we'd love to hear from you! For our final episode of the year, we're focusing on gratitude and reflection. If you'd like to share something you're grateful for this year--whether it's a financial win, a personal achievement, or a moment that brought you joy--send us a message! Your stories could inspire others and help us close the year on a positive note.

As the year winds down, don’t forget to revisit your retirement plan! A quick check-in now can save time and money later: 1️⃣ Max out your retirement contributions. 2️⃣ Review your investment strategy. 3️⃣ Plan required minimum distributions (RMDs) if applicable. Let’s make sure you’re on track for the retirement of your dreams. #RetirementPlanning #YearEndChecklist #TABERAssetManagement