Edward Jones - Financial Advisor Bob Tosetti

02/11/2022

You've seen the headlines about rising prices. Let's talk about how this might impact your retirement.

Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

02/09/2022

Feeling overwhelmed about tax season? Take this short, interactive lesson to help you feel comfortable and get prepared.

Understand why managing your taxes is so important. From Edward Jones and EVERFI

02/08/2022

Social Security retirement benefits are taxable – and mistakes can be costly – so withholding the right amount from your checks is crucial.

Social Security benefits can be taxable, so you’ll want to withhold the appropriate amounts from your checks.

02/04/2022

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.

02/02/2022

2021 was a year of change for many. Discuss with your tax professional how those changes could have a ripple effect on your 2022 tax season.

From stimulus checks to unemployment to child tax credits, learn which changes could impact your 2021 taxes.

02/01/2022

The stock market fell briefly into official 10% correction territory this week. Here's what else you need to know – and if you have any further questions, give me a call!

We're committed to keeping you in the know about the latest market movements.

01/28/2022

All eyes were on the Federal Reserve on Jan. 26, as the central bank moved to end its pandemic support in order to fight inflation. Investment Strategist Angelo Kourkafas breaks down the Fed's actions for you.

We're committed to keeping you in the know about the latest market movements.

01/26/2022

Ready to take your first steps into the world of investing? Together, we can outline some ways to help get you started.

7 ways to get started

01/25/2022

It may feel daunting to review your accounts and identify your options, but working together to help you name your beneficiaries is important to your overall estate strategy.

Where to begin

01/21/2022

Financial fraud can happen to anyone at any time. We've outlined some of the latest scams and what you can do to help protect yourself against them.

Stay informed

01/19/2022

There are three types of annuities that can help you before and after you retire. Let's chat through which one might work for your financial strategy.

Let's talk through the details

01/17/2022

Need help reaching your 2022 financial goals? We’ve got you covered. Get in touch so we can help you create practical strategies and guide you every step of the way.