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October 22, 2020

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Financial News

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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Edward Jones: Purpose-driven retirement needs a financial strategy

You may want to start by asking yourself these questions

By Brandon Blackford
Edward Jones Financial Advisor

Today’s retirees, and those of tomorrow, have had a sense of purpose their entire lives – and they don’t intend to give it up just because they’ll no longer be working full time.

In fact, 55% of recent retirees said retirement is the time for “a new chapter in life,” compared with just 22% who said it was “a time for rest and relaxation,” according to the 2020 Edward Jones/Age Wave Four Pillars of the New Retirement study.

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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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