Edward Jones Ranks Highest in Investor Satisfaction

Edward Jones Ranks Highest in Investor Satisfaction,According to J.D. Power 2021 U.S. Full Service Investor Satisfaction Study(SM) Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study(SM), the firm announced. The study measures overall investor satisfaction with 24 full-service investment … Continue reading Edward Jones Ranks Highest in Investor Satisfaction

How Much Risk Should You Take Before Retirement

By Dale KuehlFinancial Advisor If you’re planning to retire in just a few years, you may be getting excited about this next phase of your life. However, your ability to enjoy retirement fully will depend, at least partially, on the resources you can draw from your investment portfolio. So, while you still have time to … Continue reading How Much Risk Should You Take Before Retirement

Purpose-Driven Retirement Needs a Financial Strategy

By Dale Kuehl- Financial Advisor Today’s retirees, and those of tomorrow, have had a sense of purpose their entire lives – and they don’t intend to give it up just because they’ll no longer be working full time. In fact, 55% of recent retirees said retirement is the time for “a new chapter in life,” … Continue reading Purpose-Driven Retirement Needs a Financial Strategy

Tax Season 2021

By Sharon HeinzOwner and Enrolled Agent Profit Wise Accounting, Tax and Marketing At this time of year, your focus obviously is on ways to reduce your 2020 tax bill.First, here are the main things you need to know for the 2021 tax season: • Tax Day is Thursday, April 15, 2021. You must file your … Continue reading Tax Season 2021