Invest in Your Familyand CommunityWhy do you invest?For many people, here'sthe answer: "I investbecause I want to enjoy acomfortable retirement."And that's certainly agreat reason, because allof us should regularlyput money away for whenwe're retired. But you canalso benefit by investingin your family and yourcommunityburdening your adultchildrenpreservingfinancial independenceyou may want to considersome type of long-termcare insurance. A financialadvisor can help youdetermine what coveragemay be appropriate.while alsoyourownMoving beyond yourfamily, you may wantto invest in the socialfabric of your communityBecky ToddbyLet'swithstartyour family members,contributingtoFinancial Advisorparticularly the younger 2413 Ring Road, Suite 105 local charitable, civic,educational or culturalgroups. Of course, nowthat we're in the holidayseason, it's the perfectdegree is still a pretty good investment: time for such gifts. Furthermore,The average lifetime earnings of a your gift will be more appreciatedcollege graduate are nearly $1 million than in years past because one ofhigher than those of someone with the chief incentives for charitablea high school degree, according to a giving-a tax deduction-was lost formany people due to tax law changes,which raised the standard deductionones. How can you investin their future? One of thebest ways is to help sendthem to college. A collegeElizabethtown, KY 42701270-737-0249becky.todd@edwardjones.comstudy by the U.S. Census Bureau.Tograndchildren pay for any college, so significantly that far fewer peopleuniversity, vocational school or other chose to itemize deductions. Howeverpostsecondary education, you may you might still be able to gain somewant to open a 529 savings plan. tax benefits from your charitable gifts.With this account, withdrawals arefederally tax free, as long as the moneyis used for qualified higher education that have risen in value, freeing youexpenses, including those from trade of potential capital gains taxes. In anyand vocational schools. (However, if case, contact your tax advisor if you'reyou withdraw some of the earnings on considering sizable charitable gifts.your account, and you don't use themoney for qualified expenses, it will be always be important. But don't forgettaxable and can also incur a 10 % federal about investing in your family andtax penalty.) Plus, you retain control your community because theseof the funds until it's time for them to investments can provide satisfyingbe used for school, so if your original returns.beneficiary chooses not to pursue sometype of higher education, you can name ones for use bu your local Edwarda different eligible beneficiaryhelpchildrenyourorTo name one possibility, you coulddonate financial assets, such as stocksSaving for your retirement willThis article was written by EdwardJones Financial AdvisorAnother way to invest in your family isto help your adult children avoid feelingobligated to provide financial assistance financial advisors cannot provide taxto you. For example, if you ever required or legal advice. You should consultsome type of long-term care., such as our attormey or qualified tax advisoran extended stay in a nursing home, egarding your situation.could you afford it? The average costfor a private room in a nursing home ismore than $100,000 per year, accordingto a study by Genworth, an insurancecompany. And Medicare typically paysvery few of these expenses. So, to avoidEdward Jones, its employees andEdward JonesMAKING SENSE OF INVESTINGwww.edwardjones.comMember SIPCThis is a paid advertisement Invest in Your Family and Community Why do you invest? For many people, here's the answer: "I invest because I want to enjoy a comfortable retirement." And that's certainly a great reason, because all of us should regularly put money away for when we're retired. But you can also benefit by investing in your family and your community burdening your adult children preserving financial independence you may want to consider some type of long-term care insurance. A financial advisor can help you determine what coverage may be appropriate. while also your own Moving beyond your family, you may want to invest in the social fabric of your community Becky Todd by Let's with start your family members, contributing to Financial Advisor particularly the younger 2413 Ring Road, Suite 105 local charitable, civic, educational or cultural groups. Of course, now that we're in the holiday season, it's the perfect degree is still a pretty good investment: time for such gifts. Furthermore, The average lifetime earnings of a your gift will be more appreciated college graduate are nearly $1 million than in years past because one of higher than those of someone with the chief incentives for charitable a high school degree, according to a giving-a tax deduction-was lost for many people due to tax law changes, which raised the standard deduction ones. How can you invest in their future? One of the best ways is to help send them to college. A college Elizabethtown, KY 42701 270-737-0249 becky.todd@edwardjones.com study by the U.S. Census Bureau. To grandchildren pay for any college, so significantly that far fewer people university, vocational school or other chose to itemize deductions. However postsecondary education, you may you might still be able to gain some want to open a 529 savings plan. tax benefits from your charitable gifts. With this account, withdrawals are federally tax free, as long as the money is used for qualified higher education that have risen in value, freeing you expenses, including those from trade of potential capital gains taxes. In any and vocational schools. (However, if case, contact your tax advisor if you're you withdraw some of the earnings on considering sizable charitable gifts. your account, and you don't use the money for qualified expenses, it will be always be important. But don't forget taxable and can also incur a 10 % federal about investing in your family and tax penalty.) Plus, you retain control your community because these of the funds until it's time for them to investments can provide satisfying be used for school, so if your original returns. beneficiary chooses not to pursue some type of higher education, you can name ones for use bu your local Edward a different eligible beneficiary help children your or To name one possibility, you could donate financial assets, such as stocks Saving for your retirement will This article was written by Edward Jones Financial Advisor Another way to invest in your family is to help your adult children avoid feeling obligated to provide financial assistance financial advisors cannot provide tax to you. For example, if you ever required or legal advice. You should consult some type of long-term care., such as our attormey or qualified tax advisor an extended stay in a nursing home, egarding your situation. could you afford it? The average cost for a private room in a nursing home is more than $100,000 per year, according to a study by Genworth, an insurance company. And Medicare typically pays very few of these expenses. So, to avoid Edward Jones, its employees and Edward Jones MAKING SENSE OF INVESTING www.edwardjones.com Member SIPC This is a paid advertisement

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Invest in Your Family and Community Why do you invest? For many people, here's the answer: "I invest because I want to enjoy a comfortable retirement." And that's certainly a great reason, because all of us should regularly put money away for when we're retired. But you can also benefit by investing in your family and your community burdening your adult children preserving financial independence you may want to consider some type of long-term care insurance. A financial advisor can help you determine what coverage may be appropriate. while also your own Moving beyond your family, you may want to invest in the social fabric of your community Becky Todd by Let's with start your family members, contributing to Financial Advisor particularly the younger 2413 Ring Road, Suite 105 local charitable, civic, educational or cultural groups. Of course, now that we're in the holiday season, it's the perfect degree is still a pretty good investment: time for such gifts. Furthermore, The average lifetime earnings of a your gift will be more appreciated college graduate are nearly $1 million than in years past because one of higher than those of someone with the chief incentives for charitable a high school degree, according to a giving-a tax deduction-was lost for many people due to tax law changes, which raised the standard deduction ones. How can you invest in their future? One of the best ways is to help send them to college. A college Elizabethtown, KY 42701 270-737-0249 becky.todd@edwardjones.com study by the U.S. Census Bureau. To grandchildren pay for any college, so significantly that far fewer people university, vocational school or other chose to itemize deductions. However postsecondary education, you may you might still be able to gain some want to open a 529 savings plan. tax benefits from your charitable gifts. With this account, withdrawals are federally tax free, as long as the money is used for qualified higher education that have risen in value, freeing you expenses, including those from trade of potential capital gains taxes. In any and vocational schools. (However, if case, contact your tax advisor if you're you withdraw some of the earnings on considering sizable charitable gifts. your account, and you don't use the money for qualified expenses, it will be always be important. But don't forget taxable and can also incur a 10 % federal about investing in your family and tax penalty.) Plus, you retain control your community because these of the funds until it's time for them to investments can provide satisfying be used for school, so if your original returns. beneficiary chooses not to pursue some type of higher education, you can name ones for use bu your local Edward a different eligible beneficiary help children your or To name one possibility, you could donate financial assets, such as stocks Saving for your retirement will This article was written by Edward Jones Financial Advisor Another way to invest in your family is to help your adult children avoid feeling obligated to provide financial assistance financial advisors cannot provide tax to you. For example, if you ever required or legal advice. You should consult some type of long-term care., such as our attormey or qualified tax advisor an extended stay in a nursing home, egarding your situation. could you afford it? The average cost for a private room in a nursing home is more than $100,000 per year, according to a study by Genworth, an insurance company. And Medicare typically pays very few of these expenses. So, to avoid Edward Jones, its employees and Edward Jones MAKING SENSE OF INVESTING www.edwardjones.com Member SIPC This is a paid advertisement Invest in Your Family and Community Why do you invest? For many people, here's the answer: "I invest because I want to enjoy a comfortable retirement." And that's certainly a great reason, because all of us should regularly put money away for when we're retired. But you can also benefit by investing in your family and your community burdening your adult children preserving financial independence you may want to consider some type of long-term care insurance. A financial advisor can help you determine what coverage may be appropriate. while also your own Moving beyond your family, you may want to invest in the social fabric of your community Becky Todd by Let's with start your family members, contributing to Financial Advisor particularly the younger 2413 Ring Road, Suite 105 local charitable, civic, educational or cultural groups. Of course, now that we're in the holiday season, it's the perfect degree is still a pretty good investment: time for such gifts. Furthermore, The average lifetime earnings of a your gift will be more appreciated college graduate are nearly $1 million than in years past because one of higher than those of someone with the chief incentives for charitable a high school degree, according to a giving-a tax deduction-was lost for many people due to tax law changes, which raised the standard deduction ones. How can you invest in their future? One of the best ways is to help send them to college. A college Elizabethtown, KY 42701 270-737-0249 becky.todd@edwardjones.com study by the U.S. Census Bureau. To grandchildren pay for any college, so significantly that far fewer people university, vocational school or other chose to itemize deductions. However postsecondary education, you may you might still be able to gain some want to open a 529 savings plan. tax benefits from your charitable gifts. With this account, withdrawals are federally tax free, as long as the money is used for qualified higher education that have risen in value, freeing you expenses, including those from trade of potential capital gains taxes. In any and vocational schools. (However, if case, contact your tax advisor if you're you withdraw some of the earnings on considering sizable charitable gifts. your account, and you don't use the money for qualified expenses, it will be always be important. But don't forget taxable and can also incur a 10 % federal about investing in your family and tax penalty.) Plus, you retain control your community because these of the funds until it's time for them to investments can provide satisfying be used for school, so if your original returns. beneficiary chooses not to pursue some type of higher education, you can name ones for use bu your local Edward a different eligible beneficiary help children your or To name one possibility, you could donate financial assets, such as stocks Saving for your retirement will This article was written by Edward Jones Financial Advisor Another way to invest in your family is to help your adult children avoid feeling obligated to provide financial assistance financial advisors cannot provide tax to you. For example, if you ever required or legal advice. You should consult some type of long-term care., such as our attormey or qualified tax advisor an extended stay in a nursing home, egarding your situation. could you afford it? The average cost for a private room in a nursing home is more than $100,000 per year, according to a study by Genworth, an insurance company. And Medicare typically pays very few of these expenses. So, to avoid Edward Jones, its employees and Edward Jones MAKING SENSE OF INVESTING www.edwardjones.com Member SIPC This is a paid advertisement

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