Edward Jones Financial Advisor: Daniel Kirk, AAMS
Category
General Information
Locality: Roseville, California
Phone: +1 916-218-6044
Address: 576 N. Sunrise Ave. Suite 115 95661 Roseville, CA, US
Website: www.edwardjones.com/daniel-kirk
Likes: 53
Reviews
Facebook Blog
These 20 personal finance rules cover everything from savings to taxes. [EDJ2021]
Wondering what to do after a financial setback knocks you off the rails? Here are four tips to get you back on track.
Don't wait until it's too late and you're already retired to learn these valuable lessons.
It's nearly kick-off time for the Big Game. Which team or big game snack is your MVP? [EDJ2021]
When it comes to your financial strategy, the what ifs can hold you back. I can help you prepare for life’s twists and turns. Let’s talk. [EDJ2020]
If you're considering working with me, here are some questions to keep in mind. [EDJ2021]
Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]
Our short quiz helps you figure out where to begin and delivers personal considerations to help you prepare for our initial meeting. [EDJ2020]
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.
Here's how to build a solid financial foundation during a decade filled with change. [EDJ2020]
Homeownership is a huge milestone, but the actual mortgage application process can be overwhelming. Prepare yourself with these insights on types of mortgages and key steps of the process. [EDJ2020]
Five ways a financial advisor can help make you a better investor
Join us for the Upcoming Election: Don't Play Politics with Your Portfolio URL: https://event.on24.com///D97BEC73AF5BBA1DB7DEA5C4C7CCDC94
Retirement is no longer simply defined as the end of work, but the beginning of a whole new chapter of life, with new choices, freedoms and challenges. We discuss the intention/action gap between what retirees want and what they are doing.
4 things to consider
3 lessons from history that can serve as a valuable guide.
Retirees with a strong sense of purpose are happier and healthier, more active and more socially engaged, and they live longer. Family, personal identity, hobbies and volunteering are among top sources of purpose for retirees.
Ideas to consider during this challenging time.
You may wonder how election outcomes could affect the financial markets and whether you should make any changes to your strategy based on election results. Our virtual webinar on August 20th at 10:00 a.m., Don’t Play Politics with Your Portfolio, explains that although changes in government policies can have a sizable effect on investment returns, they’re much harder to predict than you might think. If you would like to attend our upcoming webinar, please contact us at 9162186044 for your invitation.
This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful first meeting with me.
If you've recently lost your job or you're furloughed for the foreseeable future, here are some actions you may want to take.
Thinking about buying a home? Learn about the process, resources and strategies to buy a home while sticking to a budget. Explore loan choices, compare mortgages, and learn key points to help you decide if homeownership is right for you.
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