Offered by: Tim Roberts – Edward Jones To achieve most goals in life, you need some type of strategy. And that’s certainly true for your financial goals. Since you likely have multiple financial goals, you may need to pursue several different strategies – but they all should follow a similar process. What does this process… Read more »
Posts Tagged: Edward Jones
Don’t be surprised by Social Security Taxes
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
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
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 »
Should inflation affect your investment moves?
Offered by: Tim Roberts – Edward Jones As you know, inflation heated up in 2021, following years of pretty stable – and low – numbers. And now, early in 2022, we’re still seeing elevated prices. As a consumer, you may need to adjust your activities somewhat, but as an investor, how should you respond to… Read more »
What are your financial resolutions for 2022?
Offered by: Tim Roberts – Edward Jones As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be sorry to see the year come to a close. But now… Read more »
Brighton Edward Jones Office Supports Toys for Tots Drive
Offered by: Tim Roberts, Edward Jones Tim Roberts, your local Edward Jones financial advisor, is supporting the Colorado Toys for Tots program by using his office as a drop-off location for this year’s toy drive. Local residents may help needy children in the area by bringing in a new, unwrapped toy to the office, 129… Read more »
What does retirement security mean to you?
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 »
Start thinking about your retirement income plan
Offered by: Tim Roberts – Edward Jones If you’re getting close to retirement, you’re probably thinking about the ways your life will soon be changing. And one key transition involves your income – instead of being able to count on a regular paycheck, as you’ve done for decades, you’ll now need to put together an… Read more »
Ranking your goals: A smart move
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 »
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