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Now that another year is ending, it’s a good time to take stock of where you are on your journey toward financial security. Of course, you could find many different “measuring sticks” to assess your progress, but you can certainly gain considerable information just by asking yourself some basic questions.
Advocates for Comprehensive Immigration Reform (English translation: amnesty) like to point out that immigrants in the past have flocked to America and made important contributions to our nation. That’s true, but the America of 1913 was different from 2013 in ways that greatly affect the probability that immigrants will become contributing citizens.
Bobbi Musel, branch office administrator at the Ahwatukee Edward Jones at 4902 E. Warner Road, Suite 1, has won the Ted Jones Entrepreneurial Award for exceptional achievement in building client relationships. Musel works with Edward Jones financial advisor Joseph B. Ortiz.
At many places of work, it’s “open enrollment” season — the time where you get to make changes to the various benefits you receive from your employer. As you review your overall benefits package, what areas should you focus on?
Halloween is upon us. Of course, whether you’re navigating the dark corridors of a “haunted house” or just dealing with the “creepy” characters coming to your door demanding candy, you’re probably not too fearful of the sights of the season. But as you go through life, you’ll want to avoid some things that really are scary — such as these investment moves:
As an investor, how much risk can you tolerate? It’s an important question — because the answer can help you make the right investment choices.
It’s harvest time again. Of course, harvest season may not mean that much to you if you don’t work in agriculture. Nonetheless, you can learn a lot from those who do — especially in your role as an investor.
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.
September is Blood Cancer Awareness Month, a month when we can celebrate many of the advances that have been made in dealing with these complicated disorders.
Reach Chandler Edward Jones Financial Adviser Marcia Kennedy -- or inquire about a free life insurance policy and beneficiary review -- at (480) 857-0485 or email@example.com.
Once a staple of pre-World War II culture, the multi-generational household is staging a comeback.
Fall is almost officially here — and if you’re like most people, you’re probably wondering how summer went by so fast. Those trips to the lake or the beach are fading in memory now, giving way to helping kids with homework, raking leaves and the other rites of autumn. And just as your day-to-day tasks change with the seasons, so, too, will your money management and investment activities at different phases of your life.
Protecting and growing Arizona's $12 billion investment portfolio will be Martin Sepulveda's priority as the state's next Treasurer.
National Grandparents Day is observed on Sept. 8. And although this “day” is not as widely known as Mother’s Day or Father’s Day, it does remind us of the importance of grandparents. If you’re a grandparent yourself, you may be thinking of ways to help your grandchildren on their journey through life. One of the greatest gifts you can give them may be financial support for their college education — and one way you can help provide this support could be found in the distributions you receive from your retirement accounts.
We observe Labor Day on Monday. A federal holiday since 1894, Labor Day celebrates the achievements of American workers — people, like yourself, who work hard for their money. But to make progress toward your long-term financial goals, you need to do more than just earn money — you have to invest it wisely. And that takes work, too.
Almost everyone would agree: Moving is a hassle. In addition to selling your current home and finding a new one, you may need to deal with a new school for your kids, a new doctor, a new dentist — the list goes on and on. But you’ll also need to consider the financial aspects of your move — specifically, your investments, insurance, taxes and even your estate plans.
You’ve no doubt heard about the risks associated with investing. This investment carries this type of risk, while that investment carries another one. And it is certainly true that all investments do involve some form of risk. But what about not investing? Isn’t there some risk associated with that, too?
If you’re somewhat familiar with investing, you may know that the Roth IRA is a great retirement-savings vehicle. But are you aware that some of its benefits can also pay off for the next generation of your family?
If you’re starting out as an investor, you might be feeling overwhelmed. After all, it seems like there’s just so much to know. How can you get enough of a handle on basic investment concepts so that you’re comfortable in making well-informed choices?
If you have children, you’re keenly aware that it’s getting close to back-to-school time. Today, that might mean you need to go shopping for notebooks and pencils. But in the future, when “back to school” means “off to college,” your expenditures are likely to be significantly greater. Will you be financially prepared for that day?
For a couple of hours last week, it looked like the Senate would give Alex Miller a chance to relax.
If you’re planning to get remarried, you have plenty of company: More than 40 percent of all U.S. weddings are second marriages for at least one of the participants, according to an estimate by the National Stepfamily Resource Center. Naturally, a second marriage will bring many changes to your life — not the least of which may be changes in your financial strategy and goals.
Within a marriage, a man and a woman’s financial circumstances are generally pretty much equal. But if a divorce occurs, the woman’s situation tends to be somewhat more challenging than that of her ex-spouse. And that’s why, during this major life transition, you may want to meet with a professional financial advisor to go over your spending needs and your cash flow, so that you know what you absolutely need today — and how you can plan for tomorrow.
In five years since moving to its new home overlooking the U.S. Capitol, the Newseum has become a major attraction with 4 million people visiting its exhibits about journalism and the First Amendment. Yet it’s been struggling mightily to cover its costs.
If you’ve just had a new baby, your life is filled with more joy (but less sleep). You’re probably already aware of the time and effort you must invest in raising your child, but you may not have thought as much about another aspect — the financial one.