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 »

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 »