Edward Jones

1 week ago | hfherald.com | Edward Jones

Steps to take following a job loss Perhaps you've heard the expression: “Life is what happens when you’re busy making other plans.” It’s certainly true about an unexpected job loss. And it may cause stress over your financial situation. Here are a handful of steps you can take shortly after the loss of employment to help put yourself in the best financial position. Some of these are time-sensitive, so the sooner you act, the better.

3 weeks 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.

1 month 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.

1 month 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.

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.