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 »

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 »

Set milestones on road to financial security

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Offered by: Tim Roberts – Edward Jones The road to financial security, like many long journeys toward important goals, can be filled with ups and downs. The financial markets can be volatile, shaking up your short-term investment results, and illness or downsizing may temporarily disrupt your career – and your earnings. In fact, just 46%… 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 »

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 »