If your Edward Jones branch office is temporarily closed due to the wildfires in California and you need assistance, please call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.
Longer days, warmer weather, family trips – these are just a few of the benefits of summer. While it may be tempting to “leave it all behind” this season, don’t forget about your long-term financial goals.
To help you balance summer spending and saving, consider the following:
Often how much we think we spend is radically different from what we actually spend. By tracking your spending, you can get a clearer picture of where your money goes and how much you have available for summer fun.
If you plan to use a credit card during your summer vacation, the Edward Jones credit card allows you to earn Loyalty Points on your purchases and redeem them for cash deposits into your investment accounts, as well as travel, merchandise and more. You might also consider setting up credit card and other bills for automatic payment while you’re away.
Some savings goals – such as a summer trip – are short-term. Others, such as saving for retirement, require a longer time frame. But every savings goal requires persistence. Consider setting up a systematic investing program, which allows you to invest a set dollar amount each month into mutual funds or stocks.
Did you know that you can talk face to face with your financial advisor anytime via web conference? Edward Jones also offers texting and mobile check deposit, for more convenience on the go. And you can stay on top of your accounts via our mobile app.
For more information on these and other summertime tips, contact your financial advisor.
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