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4 days ago | 
journal-advocate.com | Edward Jones
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here are a few suggestions:• Are my goals still realistic? When you first began working with your financial advisor, you may well have articulated several financial goals.
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3 weeks ago | 
choteauacantha.com | Kelley Aline |Edward Jones
Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of education rising, now is the time to prepare for that day. Starting to invest when your child is born is often a great way to build a strong financial future. Even if your children are older, you can still make progress and potentially reap tax benefits by contributing to a 529 education savings plan.
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3 weeks ago | 
journal-advocate.com | Edward Jones
Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — because choosing the wrong one could lead to big financial problems. You might find a close family member or friend to serve as caregiver — someone who is honest and trustworthy, with good judgment and strong money management skills. However, in many cases, people hiring caregivers just don’t know how they’ll perform until the caregivers have begun work.
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1 month ago | 
journal-advocate.com | Edward Jones
If you’re adding a child to your family, it’s an exciting time, and you have much to anticipate. Of course, this new addition will bring many changes in your life, so you’ll want to be prepared — especially in terms of your finances. What financial moves should you make as you welcome your new child? Here are a few to consider:• Estimate expenses — and create a new budget.
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2 months ago | 
expressdigest.com | Edward Jones
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2 months ago | 
dailymail.co.uk | Edward Jones
By EDWARD L. JONES FOR DAILYMAIL.COM Kim Crespi had what she would describe as ‘the perfect life’. She had a husband she adored: David, a gentle giant of a man, devoutly religious, a loving father, and a proven star in the world of finance. Kim and David had five healthy, happy children - Jessica, 17, and Dylan, 13 (to David’s first wife, also called Kimberly, who had died of brain cancer); Joshua, nine; and two precious five-year-old twin girls, Tessara and Samantha.
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Feb 11, 2025 | 
journal-advocate.com | Edward Jones
As you may know, some businesses pass along part of their profits to investors in the form of dividends. If you own shares of these companies, either directly in stocks or more indirectly through mutual funds, you may have a choice: Should you take the dividends as cash or reinvest them into the stocks or funds? There’s no one correct answer for everyone. So, let’s look at some reasons for both choices — reinvesting or cashing out. Reinvesting dividends offers at least two related benefits.
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Jan 28, 2025 | 
journal-advocate.com | Edward Jones
In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to contribute to a Roth IRA during your working years due to your income level, but you may get that opportunity as you near retirement, or even when you are retired — through a Roth conversion. Why is a Roth IRA desirable for some people?
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Jan 16, 2025 | 
severnaparkvoice.com | Edward Jones
Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 2025, you can put even more money into your plan than ever. You can invest in your 401(k) in one of two ways, depending on your employer’s plan. With a traditional 401(k), you contribute pre-tax dollars, which can lower your taxable income, and your money can grow tax deferred.
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Dec 9, 2024 | 
severnaparkvoice.com | Edward Jones
As we enter the holiday season, your life may become busier. Still, you might want to take the time to consider some financial moves before we turn the calendar to 2025. Here are a few suggestions:Review your investment portfolioAs you look at your portfolio, ask these questions: Has its performance met my expectations this year? Does it still reflect my goals, risk tolerance and time horizon? Do I need to rebalance?
