If you save and invest for decades, you’d like to know you can retire without financial worries. Nonetheless, you still have to be aware of some threats to a comfortable retirement — and how to respond to them. These threats include: Inflation – Inflation has been...
Professional Insights
Professional Insights: What should you expect from your investments?
To help achieve your financial goals, you may need to invest in the financial markets throughout your life. However, at times your investment expectations may differ from actual returns, triggering a variety of emotions. So, what are reasonable expectations to have...
Professional Insights: Veterans loans can make home ownership achievable
Home loan interest rates now average around 6.25 percent — making home financing prohibitively expensive for many aspiring homeowners. If you’re a veteran or current service member, or eligible surviving spouse, it’s a good time to see if you qualify to take advantage...
Professional Insights: New law may offer financial opportunities
By Mark Freeman Edward Jones Financial Advisor Your own decisions and actions typically determine your financial strategies. But outside events can affect your choices, too. And that may be the case with the recent passage of the SECURE 2.0 Act. This piece of...
Professional Insights: Open the (back) door to a Roth IRA
There aren’t many drawbacks to having a high income — but being unable to invest in a Roth IRA might be one of them. Are there strategies that allow high-income earners to contribute to this valuable retirement account? Before we delve into that question, let’s...
Professional Insights: Home prices headed higher
In 2021, we saw a great increase in the Metrowest Boston home sale prices — up 26.5 percent in some towns. In spring 2022, while some buyers were hoping for a recession and for prices to decline, other buyers were out buying at full force and taking advantage of low...
Professional Insights: Could you cope with long-term care costs?
We all want to stay healthy and live independently throughout our retirement years. Unfortunately, that won’t be possible for some of us, so it’s a good idea to be prepared for health-related challenges — such as the need for long-term care. As you may know, long-term...
Professional Insights: What are your financial resolutions for 2002?
By Christopher Stevenson Edward Jones Financial Advisor As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be sorry to...