Are your investments working as hard as you are?
On Labor Day, we celebrate the achievements of the American worker. As someone who works hard yourself, you can appreciate this holiday. And, of course, you hope your efforts will eventually result in achieving your important goals, such as college for your children or a comfortable retirement. But if you’re going to turn these objectives into reality, your money needs to work as hard as you do.
How to generate retirement income — during retirement
By Edward Jones
Matthew North
Financial Advisor
Like most people, you probably save and invest throughout your working years so that you’ll be able to afford a comfortable retirement. Once you retire, you’ll want to focus on strategies to help you make the most of your retirement income — and you might want to become familiar with these [...]
Can you save for retirement and college?
As another school year approaches, you may be thinking about the day in which you’ll be sending your children off to college. Can you afford to help them pay for school while still saving for your own retirement?
There are many strategies to explore when saving for your retirement and your child’s education. To implement the right mix of options, it’s important to discuss your situation with a professional financial advisor, but here are some options to consider:
TOD agreement can reduce hassles for heirs
By Edward Jones
Matthew North
Financial Advisor
Among the reasons you work hard all your life may be so you can leave something to your children, grandchildren or other family members. So, naturally, you’d like to make it as easy as possible for your heirs to take possession of those assets you want them to have. And that’s [...]
For Whom Are You Investing?
You may, on occasion, ask yourself why you are investing. Why go through the fluctuations of the financial markets, the worry over interest rate movements, the fears of today and the uncertainties of tomorrow?
To answer this question, you may need to ask yourself one more: For whom am I investing? Consider the following:
Are municipal bonds right for you?
Tax season “officially” ended on April 15. Yet you can explore tax-smart investment opportunities all year round. And when you’re looking at the fixed-income side of your portfolio, you may want to consider two possibilities: municipal bonds and Build America Bonds.
Navigating your way through the investment world
You may not realize it, but July 24 is Amelia Earhart Day. July 24 was chosen because it’s the birthday of perhaps the most famous female aviator in history. Earhart’s story ended tragically when she became lost in the Pacific Ocean in 1937 on her voyage around the world, but she is still celebrated for her bravery and pioneer spirit.
Gen X’ers must consider needs of three generations
If you’re a member of Generation X — the age group born between 1963 and 1981 — you may well be in the busiest time of your life. You’re probably in the early to middle stages of your career, for one thing, and if you have children, they’re likely still at home. Yet despite the hectic nature of your days, you still have to look after the financial concerns of your children, yourself and possibly even your parents. This three-generational effort may seem challenging, but with some planning and persistence, you can help your family make progress toward a variety of goals.
Financial moves for non-retiring baby boomers
By Edward Jones
Matthew North
Financial Advisor
If you’re in one of the early waves of baby boomers, you may know some retirees who are now enjoying a wide variety of activities — possibly even including a new career. And you, too, may now have some choices about how to spend your time. Should you stay at your [...]
Declare your own financial independence day
The Fourth of July is almost upon us. To commemorate Independence Day, we shoot off fireworks, attend picnics and maybe even walk in parades. While it might not be as dramatic, another celebration of freedom should eventually play a big role in your life — specifically, your personal Financial Independence Day. And you can speed the arrival of this day by making the right moves.
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