When should you adjust your investment mix?

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Offered by: Tim Roberts – Edward Jones There are no shortcuts to investment success — you need to establish a long-term strategy and stick with it. This means you’ll want to create an investment mix based on your goals, risk tolerance and time horizon — and then regularly review it to ensure it’s still meeting… Read more »

529 plans: Underused but valuable

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Offered by: Tim Roberts – Edward Jones In just a few weeks, students will be heading off to college – and parents will be getting out their checkbooks. Without a college-bound student in your home right now, you might not be thinking much about tuition and other higher education expenses, but if you have young… Read more »

Take Steps Toward Financial Freedom

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Offered by: Tim Roberts – Edward Jones Next week, we observe Independence Day, an opportunity to celebrate all the liberties we enjoy in this country. Of course, there are different types of freedoms – such as financial freedom, which can open the doors to many other opportunities. What steps can you take to gain your… Read more »

What investors can – and can’t – control

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Offered by: Tim Roberts – Edward Jones As an investor, you can easily feel frustrated to see short-term drops in your investment statements. But while you cannot control the market, you may find it helpful to review the factors you can control. Many forces affect the financial markets, including geopolitical events, corporate profits, and interest… Read more »

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 »

Financial advisors can help reduce anxiety

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Offered by: Tim Roberts – Edward Jones The long-running coronavirus pandemic has fueled a lot of anxieties – including financial ones. But some people have had far fewer worries than others. Consider this: Among those investors who work with a financial advisor, 84% said that doing so gave them a greater sense of comfort about… Read more »