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Educating your adult children on the importance of saving for retirement

As a financial advisor, I spend my days helping people plan for and achieve their financial goals. Many of my clients are parents who,...

Now could be the time to put your excess cash to work

You’ll always want to base your investment decisions on your own needs and goals. But there may be times when you might consider adjusting...

Four tips for combining finances with your partner

As a relationship grows, working toward goals together may become more of a financial priority. If you’re ready to move to the next phase...

What should you do with an inherited IRA?

Individual Retirement Accounts (IRAs) are quite popular. At the end of 2017, investors owned nearly $9 trillion in IRA assets, according to the Investment...

Saying ‘I Do’ might mean ‘I Can’t’ for Roth IRA

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware...

Seven ways to save for retirement if you divorce later in life

Ending a marriage can be emotional and full of decisions or challenges at any age. When couples over age 50 divorce, they often face...

Edward Jones ranks No. 2 for Best Companies to work for in Texas

Texas Monthly magazine teamed up with the Best Companies Group to rank the state's top 100 employers. Companies named Best Companies to Work for in...

Changing jobs? Here are four tips to keep your financial life on track

The economic expansion in the U.S. since 2009 has presented opportunities for many Americans to explore new job possibilities. If you are among those...

Capitalizing on employee stock options || Thomas Callaway

  An increasingly valuable form of compensation for many individuals who work for privately-held or public companies is the opportunity to own company stock. This is...

Is your portfolio telling you to make a change?

The past nine years have been extraordinary for the stock market. From March 2009 to the end of 2017, the Standard & Poor’s 500...

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