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 By Ben Graham    Local News    December 9, 2017 

Time to review your investment strategy for the year

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. As the year draws to a close, it's a good time to review your progress toward your financial goals. But...

 

Have you checked your retirement plan lately? – Part 1

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within...

 

Staying on track with your retirement investments – Part 2

Take advantage of dollar cost averaging One of the benefits of participating in your workplace savings plan is that you're automatically using an investment strategy called dollar cost averaging....

 

Check it twice

Haven't I told you to shop around? Just this weekend a past client contacted me about a mortgage transaction. They are moving out of state and the paperwork didn't look right. They had told the...

 

Required withdrawals from retirement plans: what should you know?

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. You may spend decades contributing to your IRA and 401(k). But, eventually, you'll need to use this...

 

Health insurance in retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the...

 

Types of long-term care

What is long-term care? In general, long-term care refers to a broad range of medical and personal services designed to assist individuals who have lost their ability to function independently. The...

 

How to get started

The caller wanted to learn how to get ready to buy his first house. "I just paid cash for my business, and I have no credit." Nice, a clean slate to work with! After the mortgage meltdown, Congress...

 

The Equifax data breach

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data- including names, addresses,...

 

The Equifax data breach: what to do

This article is taken in its entirety from www.consumer.ftc.gov/blog/2017/09/equifax-data-breach-what-do. If you have a credit report, there's a good chance that you're one of the 143 million American...

 

Brighten your grandchildren's financial future

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. Mother's Day and Father's Day may get more attention, but National Grandparents Day, observed on Sept. 10...

 

Tax tips: long-term care insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not...

 

Hurry! Reverse changes coming Oct. 2

We're short and sweet this week, since something big is happening in the world of reverse mortgage. On Aug. 29, 2017 the U. S. Department of Housing and Urban Development announced changes to the...

 

Who gets paid?

Did you know that in a real estate transaction, the seller usually pays for the Realtors? A buyer asked about this last week, so let’s spend a few minutes discussing it. When a property is for sale,...

 

Brighten your grandchildren's financial future

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. Mother's Day and Father's Day may get more attention, but National Grandparents Day, observed on Sept. 10...

 

Long-term care insurance: How does it work?

Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This...

 

Negotiating repairs

Of course there will be things wrong with your dream house! The home inspection is designed to tell you that upfront so you can be an informed consumer. What do you do with those findings? Your...

 

Five things to watch out for when buying long-term care insurance

You've researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you're doing it for the right reasons--don't be swayed by unsubstantiated sales...

 

Winning the battle of the thumbs

We’re short and sweet this week: Here is an article posted in the National Mortgage Professional magazine. While the majority of prospective homebuyers do their research on home loans online, they...

 
 By Ben Graham    Local News    July 22, 2017

Stay calm on the investment 'Roller Coaster'

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. Unless you live near an amusement park that does a lot of advertising, you probably didn’t know that...

 

Comparing long-term care insurance policies – Part 2

How do the policies you’re considering stack up against each other? Which benefits and features mean the most to you? How much can you customize each policy to your needs? These are very important...

 
 By Tammy Engel    Local News    July 8, 2017

Community Wide Open House on July 22

The Tehachapi Area Association of Realtors is holding a Community Wide Open House on July 22. Agents in the know tell me that if you want to have much of a choice in our current market, you’ll want...

 

Gold Star Financial

They knew there just had to be a better, safer way to grow their client's money. Ron Mejia and Laura Asbill of Gold Star Financial spent 3 years searching for the answer. Somehow, consistent,...

 

Comparing long-term care insurance policies – Part 1

Because long-term care insurance (LTCI) is a relatively new product, policies are not standardized. This can make it especially difficult to compare policies when you’re shopping for this type of...

 

Reverse wins – sometimes

Don’t fall for the hype – Reverse mortgage isn’t for everyone. When you have a seasoned professional help you with the analysis about what these loans accomplish or not, you can see for...

 

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