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Financial

(Article for use by Edward Jones financial advisor Michael Allen of Silverdale.)

If you want to send your children or grandchildren to college, retire comfortably and achieve other important life goals, you will have to invest — it’s that simple. But the process of investing can sometimes seem anything but simple. What can you do to gain confidence that you are making the right investment moves? read more »

 

(Article for use by Edward Jones financial advisor Anji Sell of Silverdale.)

If you’re a baby boomer, you’re at the point in life where, if you haven’t actually entered retirement, you’re at least approaching the outskirts. But if you’re like many of your fellow boomers, you may be experiencing more than a little trepidation over your financial prospects as a retiree. That’s why it’s so important for you to determine what steps to take to help improve your chances of enjoying a comfortable retirement. read more »

 

Two of the most challenging questions I’ve ever been asked were:

1) How will you be remembered?

2) What have you contributed?

After being asked those questions and contemplating the answer, I overheard someone talking about me.  They said, “Jason is very driven.” While I appreciated that what they said was meant as a compliment, I realized it was not what I had hoped someone might say. read more »

 

Marginal income tax rates are at an historical all-time low. Our government debt is at an all-time high and currently $17.5 trillion. Ten thousand baby boomers are retiring every single day. Social Security is expected to only be able to pay 77 cents for each dollar of scheduled benefits by the year 2033, and we have recently overhauled the health care system, which is likely to cost us all a lot of money as we shift health care responsibility from individuals to the government. read more »

 

(Article for use by Edward Jones financial advisor Jessie Nino of Poulsbo.)

 

 June is a popular month for weddings. If you’re getting married this month, you no doubt have many exciting details to discuss with your spouse-to-be. But after you get back from the honeymoon, you’ll want to have another discussion — about your finances. It might not sound glamorous, but couples who quickly “get on the same page” regarding their financial situation are actually taking a step that can help them immensely as they build their lives together. read more »

 

(Article for use by Edward Jones financial advisor Debi Tanner of Kingston.)

 

Summer is almost here — which means it’s officially vacation season. You may be looking forward to “getting away from it all,” but, as you know, vacations actually require a fair amount of planning. And it might surprise you to learn that some of the efforts required for successful vacations can impart some valuable lessons in other areas of your life — such as investing.  read more »

 

(Article for use by Edward Jones financial advisor Glenn Anderson of Poulsbo.) read more »

 

It was a Saturday morning, and my 8-year-old son and I were headed out fishing. The sky was clear and the sun was shining when we left our home, but by the time we arrived at the boat launch the fog was pretty thick.

I could see the sun trying to break through so I figured it would not be long before the fog had burned off. My plan was to get the boat in the water, stay close to shore and just fish right near the shoreline until visibility improved. read more »

 

(Article for use by Edward Jones financial advisor Jim Thatcher of Bremerton.) 

Retirement can be an exciting, active time of your life. But if you’re going to get the full benefits from your retirement years — which could last two, or even three, decades — you’ll need to have a vision for what you want to do. And to transform this vision into reality, you’ll need to take a “holistic” approach — one that involves a financial strategy, clear communications with family members and an awareness of the challenges that may stand in your way. read more »

 
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