Edward Jones - Financial Advisor: John Etrheim

Edward Jones - Financial Advisor: John Etrheim /*********/
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Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals su...
03/02/2025

Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

See Edward Jones' tips when buying CDs.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.
02/27/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of...
02/24/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control...
02/21/2025

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control.

While each year brings changes, it’s important to focus on what you can control. These financial resolutions for 2025 can help you stay on track.www.edwardjones.com/us-en

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best str...
02/19/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Don’t overlook one of the keys to finalizing your estate plan: updating asset titling to align with your estate strategy.www.edwardjones.com/us-en

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/13/2025

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

Explore how your Social Security benefits are taxed and what you can do to potentially reduce your tax liability.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
02/11/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whethe...
02/09/2025

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other inv...
02/07/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Le...
02/05/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. Bu...
01/05/2025

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. But whether they find themselves lacking a spousal caregiver due to being widowed, having gone through divorce or choosing to remain single, long-term care insurance may help give them greater confidence.

Why it’s important

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
01/03/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

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57105

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