Watch Out for Tax Scammers

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Offered by: Tim Roberts – Edward Jones Sadly, identity theft happens throughout the year – but some identity thieves are particularly active during tax-filing season. How can you protect yourself? One of the most important moves you can make is to be suspicious of requests by people or entities claiming to be from the Internal… Read more »

Consider These Year-end Financial Moves

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Offered by: Tim Roberts – Edward Jones We’re nearing the end of 2020 – and for many of us, it will be a relief to turn the calendar page on this challenging year. However, we’ve still got a few weeks left, which means you have time to make some year-end  financial moves that may… Read more »

Why Should You See a Financial Advisor?

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Offered by: Tim Roberts – Edward Jones The social distancing and stay-at-home orders necessitated by the coronavirus have led many of us to feel isolated. Still, we’ve fought back through social media, “virtual” gatherings and walks in the neighborhood, where we could greet friends and neighbors (from 6 feet away). But when you’re dealing with… Read more »

It’s Not Easy, But Look Past the Market Selloff

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Offered by: Tim Roberts – Edward Jones These are challenging times. Like everyone, you are concerned about keeping your family safe and healthy, and you’re doing your part to help protect your community from the effects of the coronavirus. And if you’re an investor, you must also address your financial situation. How should you respond… Read more »

Look for Changes in Retirement Plans

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Offered by: Tim Roberts – Edward Jones It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. So, if you have either of these accounts, or if you run a business, you’ll want to learn more. The new… Read more »

What Should You Do With Your Tax Refund?

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Offered by Tim Roberts, Edward Jones It’s tax-filing season again – which could mean you’re in line for a refund. What should you do with the money? Your decision can depend on the size of your refund. Last year, the average tax refund was about $2,760. If you got that much this year, and you… Read more »