Edward Jones - Tammy Reefe

05/24/2023

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

05/22/2023

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

05/20/2023

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

05/18/2023

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

05/16/2023

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more:

Common types of fraud

02/11/2021

Need some ideas on how to reach your money goals? These finance influencers share 9 tricks to help pay down debt.

[EDJ2021]

How to crunch numbers, frame your mindset and even save money while tackling your goals in 2021 and beyond.

02/08/2021

COVID-19 threw a curveball into so many of our plans. Here's what our recent survey said about how the financial pictures of Americans are faring, as well as tips to increase financial resilience.

[EDJ2021]

With the number of financial worries brought about by the pandemic, it's important to seek advice. Let me know how I can help - let's connect.

01/26/2021

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

Learn more.

01/14/2021

There are so many places where you can put your money. I can help you create a
financial strategy that fits your needs. [EDJ2021]

12/29/2020

From developing a strategy to focusing on what you can control, here are 10 tips to help you achieve your goals. [EDJ2020]

Are you following this guidance? Have any questions? Give me a call.

12/22/2020

Happy Holidays
Wishing all a happy and safe holiday season. Our office will close early on Christmas Eve and all day Christmas Day, but we will be back in the office Monday, Dec 28 thru 2PM on Thursday, Dec 31.