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

Hacking Elections Is Easy, Study Finds

It's no longer a question whether hackers will influence the 2016 elections in the United States -- only how much they'll be able to sway them…

Published: September 30, 2016 - 10:27 am @ http://www.technewsworld.com/story/83947.html?rss=1

YOUR LOCAL SPORTS CALENDAR

College Volleyball • Providence Christian (Calif.) at Embry-Riddle, 7 p.m. (at Eagle Gym in Prescott) • Yavapai at Eastern Arizona, 7 p.m. Pre…

Published: September 30, 2016 - 10:26 am @ http://www.dcourier.com/news/2016/sep/30/your-loca…

17 things that prove Dubai is the most over-the-top place on earth

America might be all about bigger being better, but for Dubai it's all about decadence. And while many know that the aptly named City of Gold …

Published: September 30, 2016 - 9:54 am @ http://www.businessinsider.com/dubai-is-the-most-d…

Trump continues overnight Twitter rant against the media

Donald Trump lashed out against the media Friday, continuing his overnight tweet storm by warning his followers against believing anonymously …

Published: September 30, 2016 - 8:54 am @ http://www.politico.com/story/2016/09/trump-twitte…

Glen Canyon Dam

Article published on September 29, 2016 The push to “decommission” Glen Canyon Dam – that is, to open up the enormous dam permanently and drai…

Published: September 30, 2016 - 8:24 am @ http://www.azwater.gov/azdwr/GlenCanyonDam.htm

Trump: People are smart to cancel Arizona Republic subscription

PHOENIX - “The people get it!” Donald Trump unleashed a tweet towards the Arizona Republic after they endorsed Hillary Clinton this week. Trum…

Published: September 30, 2016 - 8:00 am @ http://www.abc15.com/news/state/trump-people-are-s…

Phoenix sends Trump campaign cease-and-desist demand over ad

PHOENIX (KPHO/KTVK) - The Phoenix City Attorney has sent Donald Trump's campaign a cease-and-desist letter regarding an election ad that some …

Published: September 30, 2016 - 7:59 am @ http://www.cbs5az.com/story/33287533/phoenix-sends…

What’s your favorite parent-child relationship in pop culture?

Welcome back to AVQ&A, where we throw out a question for discussion among the staff and readers. Consider this a prompt to compare notes o…

Published: September 30, 2016 - 7:23 am @ http://www.avclub.com/article/whats-your-favorite-…

FBI investigating hack of GOP operative’s email

The FBI is investigating the email hacking of a Republican operative who believes she was targeted by allies of Donald Trump in a bizarre onli…

Published: September 30, 2016 - 6:53 am @ http://www.politico.com/story/2016/09/fbi-email-ha…

Potent painkiller fentanyl, and a drive to sell it, faulted in woman's death

STRATFORD, N.J. — There was a stranger waiting for Sarah Fuller when she visited her doctor to discuss switching medications for her back and …

Published: September 30, 2016 - 6:30 am @ https://www.statnews.com/2016/09/30/fentanyl-opioi…

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…