Edward Jones - Financial Advisor: Dan Zaruba

24/04/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

24/04/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

03/04/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.

01/04/2023

Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.

30/03/2023

Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.

28/03/2023

Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.

26/03/2023

Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.

24/03/2023

Do you know how to protect yourself from a cyberattack? To increase awareness of cybersecurity best practices, I'll be posting helpful tips over the next days and weeks. So, be sure to check back in to this page for actionable ways to improve your cybersecurity. Click this link for more information:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

09/03/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

27/02/2023

The employee contribution limit for 401(k) plans is increasing a record amount in 2023, but that's not the only change that may impact your savings.

Consider this your cheat sheet for retirement plans, IRAs, and other employee benefits in 2023.

2023 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits