Financial Tips from Edward Jones Coos Bay and North Bend

Edward Jones

 

Erin M Johnson, Edward Jones Financial Advisor, (541) 756-0854, 2195 Broadway Ave North Bend
Jared N Barber, Edward Jones Financial Advisor, (541) 267-0240, 135 North Broadway Coos Bay

 
Are you thinking of investing in municipal bonds? If so, you may have good reason, particularly if you are in one of the higher tax brackets. After all, municipal bond interest payments typically are exempt from federal income taxes, and possibly state and local income taxes, too — although some “munis” are subject to the alternative minimum tax. However, since not all municipal bonds are the same, you’ll want to know the differences — especially in terms of risk. Read More
 
In many areas of your life, you’re probably aware that it’s useful to keep emotions out of your decision-making — and that’s certainly the case with investing. However, it can be difficult to keep your feelings from influencing your investment decisions. But you may find it easier to invest with your head, rather than your heart, if you know a little something about two different cycles: the market cycle and your emotional cycle. Read More
 
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
 
401(k) Loans: The Last Resort: As you’re well aware, we’re living in difficult economic times. Consequently, you may be forced to make some financial moves you wouldn’t normally undertake. One such move you might be considering is taking out a loan from your 401(k) plan — but is this a good idea? Read More

 

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

 

Sharing Your “Bounty” Can Be Rewarding: If you have the financial resources to provide a comfortable life for your family, you have reason to be thankful. And if you can afford to share some of your “bounty” with charitable organizations, you may want to be as generous as possible — because your gifts may allow you to both give and receive. Read More