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April 14, 2021

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Financial News

Edward Jones: Create strategies to help achieve your financial goals

Try to follow a clear course of action, including these steps

By Brandon Blackford
Edward Jones financial advisor
419-358-2622

Like most people, you probably have many financial goals: a comfortable retirement, long vacations, college for your children or grandchildren, the ability to leave something behind for the next generation, and so on.

To achieve these various goals, you may have to follow different investment strategies – and you might have to make some tradeoffs along the way.

To pursue this multi-goal/multi-strategy approach, try to follow a clear course of action, including these steps:

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Don’t (*blindly) trust trusts 

Consult trusted advisers before you take action

By Kathi Dunlap
Faith Investment Services

You open your mailbox and see a glossy invitation for a steak dinner, promising a short presentation on Wills or Trusts.  Promises like “Avoid probate with a Trust” or “Don’t let the nursing home get everything you’ve worked for” seem to make a lot of sense and who can pass up a free steak?!

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Faith, finances and voting

By Gary Reese
Faith Investment Services

The way we vote should reflect what we believe in.  

As Americans, we have been given the ballot box to express our values and desires for how the country is run.  The results of elections end up affecting so many aspects of our lives – our personal safety and well-being – as well as our national defense, our taxation, our ability to invest (with or without government intrusion), how we raise our families, our retirement, and more. 

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Teaching financial responsibility

Some ideas for your children

By Faith Investment Services intern, James Garrett
Being financially responsible is a very important aspect of life. By doing the right things with your money, you can live a fruitful time on earth from beginning to end. But do you remember when you learned about how to manage money?

Learning about financial responsibility is important for everyone to understand, even children. But how do you teach them?

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Edward Jones: Protect yourself against financial scammers

Some suggestions to follow

By Ryan DeMarco, Financial Advisor
111 N. Main St., Bluffton • 567-226-4506

It’s unfortunate, but true: During this period of economic uncertainty, one of the busiest “industries” has been financial scamming. But it goes on even during normal times, too, so you’ll want to know what to look for, and how to defend yourself.

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Turned upside down by COVID-19

Some guidance, decade by decade, for how to adjust or compensate for the economic impact

By Gary Reese
Faith Investments, Blufton
419-358-4207

Our world has been turned upside down by COVID-19.  

For the most part, we have never walked this road before – personally or as communities.  Many are facing loss of work, depletion of savings, delays in unemployment or other assistance, and so forth.  Others have had relatively few economic adjustments, but they are facing family, health, or interpersonal difficulties.  Times are hard all around.

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