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: Tim Roberts
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 »
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 »
Set milestones on road to financial security
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
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 »
Tax-Deferred Accounts Get (Temporary) Boost from CARES Act
Offered by Tim Roberts – Edward Jones You need to primarily rely on yourself to protect your health during the coronavirus. But from a financial standpoint, you may have gotten some relief – or at least some flexibility from the recently passed $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. Retirement account holders,… Read more »
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