Edward Jones - Financial Advisor: Ron Riebe Jr

11/22/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

11/21/2024

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

11/20/2024

One important thing to remember when it comes to financial fraud is that the techniques used to defraud people often evolve. However, here are common themes and red flags you can remember to help identify potential scams.

Scams may change, but common themes and red flags can help you identify them.www.edwardjones.com/us-en

11/19/2024

Life insurance doesn't just protect your loved ones if something happens to you — it can also help ensure a successful transition from one business owner to the next. Check out these three situations where this can be a useful strategy.

Life insurance isn’t just for protecting your loved ones. See how you can use it for business continuity.

11/18/2024

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

11/15/2024

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, twice as much money for it. Let's discuss how we can help you build financial strategies now that can provide you with options for long-term care, including where you receive it and from whom.

Learn more: https://bit.ly/3ARNu0U

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

11/14/2024

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs) when it comes to saving for your child's education without sacrificing goals you want to achieve in retirement.

Your financial advisor can help you balance your saving strategy to achieve both goals.

11/13/2024

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.www.edwardjones.com/us-en

11/12/2024

The amount you should have for retirement depends on how much income you earn and save today, how your investments perform, and how much you plan to spend in retirement and for how long.

If your retirement savings aren’t within range, here are some strategies to help.www.edwardjones.com/us-en

11/11/2024

Many people feel overwhelmed by the prospect of selecting investments to help achieve their financial goals. But you're not alone! We can help you select investments for your portfolio, focusing on quality, diversification and a long-term mindset.

Learn more about our approach to investing here, and then let's schedule time to personalize a unique strategy for you.

Here’s a peek into our process

11/08/2024

As a business owner, you know your employees are depending on you to help them save for retirement. Edward Jones can help you determine which plan — whether 401(k), 403(b), SIMPLE IRA or another — could work well for your business.

Plans for your employees

11/07/2024

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.