Edward Jones - Financial Advisor: Tyler Rowley

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

To facilitate planning, periodic reviews and exit, I'm equipped to serve as team quarterback for the many players – business owners, their families and team of professionals.

Learn more: https://bit.ly/4dD2vS6

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How Brain Health Could Affect Your Finances How to prepare for the expense of potential cognitive decline

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Financial Wellbeing for Aspiring Entrepreneurs Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

If you’ve been thinking about your financial future, it may be time to revisit your strategy. Let’s talk through your goals and ensure you’re on the path to meeting them.

Stay up to date with the latest developments, trends and daily insights on the market.

Daily market snapshot Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

A solid financial foundation can help you feel less overwhelmed, so that you are able to mark these events with more joy than anxiety. Below are six financial considerations.

Investing in your 30s What you should know

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement could be at risk. Here are 9 strategies to help protect it. (US|EN) Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help get started.

Your playbook for paying down high-interest debt (US|EN) As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy.www.edwardjones.com/us-en

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

Here's a closer look at advance planning for business exit strategies. Happy to discuss in further detail.

Business exit planning: 5 steps to help get started Exit from your business while maximizing return potential and maintaining continuity

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

It may feel daunting to review your accounts and identify your options, but working together to help you name your beneficiaries is important to your overall estate strategy.

Why you should name beneficiaries Where to begin

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

Save the date, Anderson!
Join us for a presentation discussing What Happens After the Paychecks Stop on August 15th.

Building an income stream and making it last are essential considerations in retirement. This seminar will explore budgeting for retirement expenses, examine potential sources of income and identify ways to address potential risks.

Here are the details:
Anderson Library - Community Room
August 15th, 4-5 pm

This is a free event. Snacks and refreshments will be provided. Feel free to bring friends and family. Thanks to Shasta Public Libraries for partnering with us for this event.

Tyler Rowley Tyler Rowley is an Edward Jones Financial Advisor serving Redding, CA. Get the personal financial advice you need to achieve your goals.

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing Partner Penny Pennington discussed the state of the U.S. economy and trends that could shape the country's economic future during an Aspen Ideas Festival panel moderated by CNBC's Sharon Epperson.

Watch here: https://nbcnews.to/4bQ0TTA

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

Passing the torch: What businesses need in succession plan 52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Your W-4 can help avoid surprises during tax season (US|EN) Learn how your W-4 options can help determine if you get a refund or owe money come tax time.www.edwardjones.com/us-en

June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a financial strategy to help you achieve your goals.

Balancing the family budget Know where your money goes

Need some help getting your financial house in order? Don’t do it alone. Send me a message so we can sort it out together.

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach

Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

Average retirement savings by age Average retirement savings data can show how you compare with others. Check out these estimates by age.

Here’s to the land of the free and the home of the brave. Happy Independence Day!