Don’t be surprised by Social Security Taxes

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Offered by: Tim Roberts – Edward Jones When you reach the appropriate age, it’s easy to apply for Social Security retirement benefits – just go to Social Security’s website, fill out the online form and you’re essentially done. But many people overlook the next step – completing Form W-4V, which asks you how much federal… Read more »

Watch for changes when filing taxes

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Offered by: Tim Roberts – Edward Jones As you prepare your tax returns before the April 18 filing deadline, you’ll want to be up to date on changes that could affect you. Here are some issues to discuss with your tax professional: COVID-19-related distributions and recontributions – If you took a coronavirus-related distribution (withdrawal) from… Read more »

What does retirement security mean to you?

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Offered by: Tim Roberts – Edward Jones October is National Retirement Security Month. But what does retirement security mean to you? And how can you work toward achieving it? Here are some suggestions: Build your resources. While you’re working, save in tax-advantaged accounts such as your IRA and 401(k) or similar employer-sponsored retirement plan. In… Read more »

Financial Traps to Avoid

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Offered by: T. Lloyd Worth There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their wealth…. Read more »

Ranking your goals: A smart move

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Offered by: Tim Roberts – Edward Jones Like most people, you may have several financial goals. But can you reach them all? It would be simple if you had great wealth. But you’ll likely need to rank your goals in terms of their importance to your life and then follow appropriate strategies to achieve them…. Read more »

Don’t let investments go on vacation

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Offered by: Tim Roberts – Edward Jones Now that we’ve gained at least some space from the COVID-19 pandemic, summer travel is heating up. But while you might be eager to hit the road, you won’t want your investments to take a vacation – you need them to work hard for you consistently. But how… Read more »

Discuss financial goals with your family

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Offered by: Tim Roberts – Edward Jones June is Effective Communications Month. And it’s a good idea to recognize the importance of good communications because it plays a role in almost every aspect of living – including your finances. You’ll want to clearly communicate your financial goals to your loved ones – and you’ll want… Read more »

Time for Some Financial Spring Cleaning

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Offered by: Tim Roberts – Edward Jones Spring is officially here – and for many of us, that means it’s time for some spring cleaning around our homes and yards. But why stop there? This year, why not do some financial spring cleaning, too? You can apply some of the same principles of traditional spring… Read more »