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Financial Focus: Consider family meeting to discuss estate plans

Submitted by Edward Jones Financial Advisor Kirk Doyle At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting. The best time to hold this meeting is when you’re still in good mental and physical shape, and
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Financial Focus: What should you do with your tax refund?

Submitted by Edward Jones Financial Advisor Kirk Doyle It’s almost that time of year when many people start receiving their tax refunds. If you get one, what will you do with it? Of course, the answer will depend somewhat on how big your refund is. Last year, the average refund amount was about $2,750, according
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Financial Focus: How are your investments taxed?

Submitted by Edward Jones Financial Advisor Kirk Doyle As we begin the new year, you may be receiving various tax statements from your financial services provider — so it’s a good time to consider how your investments are taxed. This type of knowledge is useful when you’re doing your taxes, and, perhaps just as important,
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Financial Focus: New Year's financial resolutions

Submitted by Edward Jones Financial Advisor Kirk Doyle Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in addition to whatever personal resolutions you might make — volunteering, going to the gym more, learning a new language and others — why not make some financial
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Financial Focus: Know the key benefits of Roth IRA

Submitted by Edward Jones Financial Advisor Kirk Doyle As you save for retirement, you’ll want to take full advantage of the investment vehicles available to you — and one of the best is a Roth IRA. But what sets it apart from other accounts? Three key factors distinguish the Roth IRA: Tax-free earnings – When
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Financial Focus: Start moving toward retirement security

Submitted by Edward Jones Financial Advisor Kirk Doyle It’s not as well-known as Halloween, but National Retirement Security week happens every October – the third week, to be precise — and while it doesn’t involve ghosts and goblins, it does deal with something even more frightening: the risk of not being able to enjoy a
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Financial Focus: When should you sell investments?

Submitted by Edward Jones Financial Advisor Kirk Doyle If you’re a long-term investor, your portfolio may stay fairly stable over time. However, that doesn’t mean you will never sell any investments. But when should you sell — and why? Here are some scenarios to consider: If an investment has consistently underperformed – For one reason
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