Edward Jones-Financial Advisor: Linda Sobon

Do you know what is CalSavers or how it will impact your business? Join us on March 17th at 8am for a free zoom webinar: A look at CalSavers-California's state-mandated retirement program This webinar will cover the ins and outs of CalSavers to help you better understand what your options are, so that you can make the best informed decision!... FREE TO ATTEND! To RSVP please contact me at (530)761-8986 or [email protected]

You’ve likely heard of cost basis. But do you know why it’s important and why you hear about it more around tax time? [EDJ2021]

Common tax form questions and answers [EDJ2021]

Inevitably, when you earn more, you may pay more in taxes. Here are some tax-efficient investment strategies for high-income earners. [EDJ2021]

When it comes to filing your taxes, how confident are you that you understand the process and know how to complete your tax return? [EDJ2021]

This article discusses how education savings are taken into account in financial aid calculation. Let me know if you have any questions!

Gathering this information can help you determine what you need to address to better prepare yourself in the case of an unanticipated event.

In general, you’ll have two types of medical expenses when you retire: traditional and long-term.

Time (how long you save), money (how much you save) and return (how much your investments earn) are the three key variables that influence whether you'll achieve your goals.

Get our initial thoughts on a post-election economy.

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy.

Three broad, lasting changes that could result from the pandemic

Building good financial habits in your 20s can lead to greater financial satisfaction in your future.

When building the foundation for your retirement income strategy, annuities may be one option.

I start by asking what's important to you and then I listen.

Here are three trends you should know when it comes to politics and investing.

4 things to consider

Learn the 6 important questions to ask.

If you've recently lost your job or you're furloughed for the foreseeable future, here are some actions you may want to take.

If you're trying to "solve" the question of how to be an effective long-term investor, follow these four tips.

What makes a good financial strategy, or the best investment? Is it the one with the highest return potential or the lowest risk, or is it something more?

We strive to build deep personal relationships with every one of our clients. It begins with understanding what is most important to our clients, then how, when and where they want to be served.

Leaving your employer? Understand your 401(k) options.