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Financial

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 »

 

(Article for use by Edward Jones financial advisor Jay Seaton of Port Orchard.)

 

As you save and invest for retirement, what are your ultimate goals? Do you plan on traveling the world? Purchasing a vacation home? Pursuing your hobbies? People often think and plan for these costs. Yet, too often, many of us overlook what potentially could be a major expense during our retirement years: health care. By preparing for these costs, you can help yourself enjoy the retirement lifestyle you’ve envisioned. read more »

 

Have you given much thought to collecting Social Security? The answer probably depends on how old you are — but whatever your age, you’ll want to consider the best way of incorporating Social Security benefits into your retirement income strategy. read more »

 

Boeing Co. announced it will end the traditional pension plans for about 68,000 nonunion employees in 2016 and transition them to a company-funded defined contribution retirement savings plan.

Boeing employees, including managers and executives, who participate in the main Boeing and subsidiary defined benefit pension plans are affected by the change.

Starting Jan. 1, 2016, Chicago-based Boeing (NYSE: BA) will make cash contributions each pay period through a new component of the 401(k) plan. When they retire, employees will receive all benefits earned in the current traditional pension plan prior to the transition, and Boeing said it will continue to match employee savings in an existing 401(k) plan. read more »

 
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