Edward Jones introduces income management service - Ahwatukee Foothills News: Money

default avatar
Welcome to the site! Login or Signup below.
|
||
Logout|My Dashboard

Edward Jones introduces income management service

Print
Font Size:
Default font size
Larger font size

Joseph B. Ortiz

Related Stories

Posted: Wednesday, October 2, 2013 5:45 am

Financial-services firm Edward Jones has introduced an income management account designed to help investors simplify, track and access income from multiple sources, according to Joseph B. Ortiz, an financial advisor in Ahwatukee.

The new Edward Jones Income Manager account allows investors to collect income generated from multiple sources, such as stocks, bonds, Individual Retirement Accounts (IRAs), paychecks, annuities and Social Security. Income Manager balances are FDIC-insured up to $1.5 million, and can be accessed through checks, debit cards, electronic transfers and online bill pay.

An innovative feature of Income Manager is its ability to estimate account balances for the coming 12 months in order to help account holders avoid potential shortfalls before they happen.

Investors also can set a minimum balance in their Income Manager account. This feature is designed to help investors to ensure the necessary income is available to both meet their needs and stay above this minimum balance. Income Manager is a stand-alone account that holds only income, not the investments that generate it.

“Income Manager allows us to better serve clients in our community who want help simplifying, tracking and accessing income from multiple sources,” Ortiz said. “The unique ability of Income Manager to estimate daily balances for the coming year helps my clients prepare for everyday expenses as well as unexpected costs.”

More about

More about

More about

  • Discuss

Would-be Reagan assassin John W. Hinckley, Jr., to be freed after 35 years

John W. Hinckley, Jr., will be released from a government psychiatric hospital more than 35 years after he attempted to assassinate president …

Published: July 27, 2016 - 6:20 am @ https://www.washingtonpost.com/local/public-safety…

Cruz, advisers collide over high-stakes GOP primary

Ted Cruz isn’t just colliding with Donald Trump since the Republican convention. He’s also at odds with some of his own advisers. At issue: a …

Published: July 27, 2016 - 6:15 am @ http://www.politico.com/story/2016/07/huelskamp-ka…

Gino's East to open Phoenix location

The headline on the website says it all: Gino’s East deep dish pizza is coming to Phoenix!  Yes, Valley residents will soon have another place…

Published: July 27, 2016 - 5:50 am @ http://ktar.com/story/1196671/more-deep-dish-pleas…

Suspects sought after string of robberies, including carjacking

Police are searching for suspects who took part in a crime spree in Phoenix and Tempe overnight.

Published: July 27, 2016 - 5:48 am @ http://www.abc15.com/news/region-southeast-valley/…

Additional forest restrictions being lifted in Arizona

PHOENIX - Additional fire restrictions are being lifted in Arizona due to moisture and higher humidity levels provided by the summer monsoon. …

Published: July 27, 2016 - 5:20 am @ http://www.abc15.com/news/state/additional-forest-…

Is Tim Kaine liberal enough?

PHILADELPHIA — Hillary Clinton’s campaign wants to sell Tim Kaine as a “progressive” who can both get things done and broaden the party’s appe…

Published: July 27, 2016 - 5:20 am @ http://www.politico.com/story/2016/07/tim-kaine-cl…

Man's body found in attic of Phoenix home after family requests welfare check

PHOENIX - Phoenix police are investigating after finding a dead man in the attic of his home on Tuesday afternoon.

Published: July 27, 2016 - 5:11 am @ http://www.abc15.com/news/region-phoenix-metro/cen…

Afghan Leaders See Sectarian Agenda in IS Kabul Attack

Print Afghan Forces Said to Kill More Than 120 IS Fighters Record Number of Civilians Killed, Maimed in Afghanistan Day of Mourning in Afghani…

Published: July 27, 2016 - 4:50 am @ http://www.voanews.com/content/afghan-leaders-sect…

The ‘jock tax’ and why a professional athlete’s tax return can be as big as a bible

NFL player Josh Martin’s taxes this year should be a lot less complicated than they were last season. Martin, a 24-year-old linebacker who ent…

Published: July 27, 2016 - 4:45 am @ http://www.marketwatch.com/story/the-jock-tax-and-…

How to Design a Retro Theatre Poster in Adobe Illustrator

How do you test a princess’s royal pedigree? By whether or not she’s able to get a good night’s sleep if there’s a single pea under her pile o…

Published: July 27, 2016 - 4:42 am @ http://design.tutsplus.com/tutorials/how-to-design…

Facebook

ahwatukee.com on Facebook

Twitter

ahwatukee.com on Twitter

RSS

Subscribe to ahwatukee.com via RSS

RSS Feeds

Spacer4px

Most Popular

Online poll

Loading…