tag:blogger.com,1999:blog-17612139840103923862012-02-16T00:39:38.966-08:00Who are the Jones’? The Jones’ are a middleclass (fictional)family who through their life experiences will help you with everyday financial insight(please read their story in our Apr 2009 post) If you follow their story on this blog you will get information on most things concerning the economy, retirement,college savings,investments, and most importantly current events. (through the lenses of true yet compelling stories)Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-1761213984010392386.post-2092786350600414102010-12-09T13:59:00.001-08:002010-12-09T19:32:14.888-08:002010-12-09T19:32:14.888-08:00

A "Keeping Up" Savings tip you should not miss. (5-7 min read)I received a call from Mr. Charles Jones last week and it was apparent that he was just a tad bit upset. Charles what seems to be the problem? I asked. Let's just say I should be careful of what I ask for. Charles, what are you talking about now? Can you let me in on your big disappointment? Well, he said I asked my wife because

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com2tag:blogger.com,1999:blog-1761213984010392386.post-16251730019617568582010-11-02T09:15:00.001-07:002010-11-02T11:31:15.961-07:002010-11-02T11:31:15.961-07:00

"Charles and his "Double Duty Dollars" (3 min must read)It had been a few months since the last time I reached out to the Jones', but quite frankly it's been a busy few months all together. While reading this short blog you may be wondering what exactly has kept me so busy to not reach out to anyone over the last few months. I must now come clean and confess. I have just finished reading the

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com0tag:blogger.com,1999:blog-1761213984010392386.post-74556456918698406622010-08-06T19:18:00.001-07:002010-08-06T19:21:20.316-07:002010-08-06T19:21:20.316-07:00

I was at the baseball game last Saturday when I ran into John and even though our team was winning, he looked a little distraught. I said John you look a little down, here have a Bon-Bon, and he said I would buy my own if they weren't $9.85 for a small box. I said yeah I know either things cost more these days or I'm not making enough. I asked how the family was, he said great and that his

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com1tag:blogger.com,1999:blog-1761213984010392386.post-27958449554438013322010-07-01T11:40:00.001-07:002010-07-01T12:02:53.955-07:002010-07-01T12:02:53.955-07:00

(2-3 min read) "painless, but informative we promise"Happy holidays this July. The summer is in full swing with the climate in some areas of the states unbearable. Most of the people that I know still travel out of town or the next city over. With the economy being what it is these days most people are driving or in most cases flying. We here at the Keeping Up offices are not one to put a

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com0tag:blogger.com,1999:blog-1761213984010392386.post-49460591646929614792010-05-31T20:49:00.001-07:002010-12-09T14:06:28.317-08:002010-12-09T14:06:28.317-08:00

Jenny: I can't believe Samantha saw me in my sweats at the grocery store Friday, what was even more surprising was what she shared with me on that day.Samantha: How are you and your lovely family doing Mr. Jenny?Jenny: We are fine, sorry I'm dressed like this, but my wife needs pepper and of all things toilet paper, but enough about me how are you, the baby, the kids, and hubby?Samantha: The

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com0tag:blogger.com,1999:blog-1761213984010392386.post-67793248880371975962009-08-11T09:16:00.001-07:002009-08-11T09:16:58.533-07:002009-08-11T09:16:58.533-07:00

2-3 min read It was my desire to blog about the Jones' new born baby girl and how to get her to college.  Our staff reminded me that we blogged about getting the Jones kids to college only a few months ago.  I did in fact receive an interesting call into my office from Samantha early last week, which lead to this post.Samantha: Good morning Jenny.  Jenny: Samantha, good morning to you. So

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com2tag:blogger.com,1999:blog-1761213984010392386.post-52245747297450924712009-07-10T10:54:00.000-07:002009-07-10T10:58:41.940-07:002009-07-10T10:58:41.940-07:00

(5 min - 7 min read time) I remember when Mr. Charles Jones came storming into my office about two years ago. I had him take a seat while my assistant pulled his file. He looked at me and said, “I’m upset at you,” I said really. He said “yes and I should move my money to another Advisor as a result”. I asked ok, Charles you know me, talk to me what did I do? He said, “You recommended against me

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com0tag:blogger.com,1999:blog-1761213984010392386.post-80275805202862312592009-06-27T18:23:00.000-07:002009-06-27T19:56:12.625-07:002009-06-27T19:56:12.625-07:00

First, I want to say hello again to all Keeping Up Media followers. We had to sign off the blog for about 45 days while paperwork was pending approval with the State of California for proper registration. As a reminder about this site we just blog about retirement, college savings, investment tips, the economy, ideas and etc... WE DO NOT OFFER INVESTMENT ADVICE FROM THIS SITEDisclaimer: {some of

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com0tag:blogger.com,1999:blog-1761213984010392386.post-86083372069631339752009-04-21T21:14:00.001-07:002009-04-21T21:33:33.991-07:002009-04-21T21:33:33.991-07:00

Reading Time (5-7 mins)I remember speaking to Samantha Jones about six months ago and she shared with me her concern about paying for Charles Jr. to go college. In case you have forgotten or have not had the opportunity to read about the Jones’ Charles Jr. is the eldest of their 3.5 kids. I reminded her of the 529 College plan that she and Charles Sr. had requested to have set up five years ago.

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com4tag:blogger.com,1999:blog-1761213984010392386.post-77650026489482119392009-04-16T09:21:00.000-07:002009-04-16T22:00:22.513-07:002009-04-16T22:00:22.513-07:00

(1 min read time)Just relax, read, and learn from some of the comments and stories that will be shared. You will not break anything on the site. If you want to comment on something then just click on the comment link. If you want to become a follower (meaning you just want to be informed as to when new information is posted) then click on the link to follow this post. Use your email account and

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com2tag:blogger.com,1999:blog-1761213984010392386.post-29110325452871260122009-04-16T09:06:00.000-07:002010-06-04T11:55:55.942-07:002010-06-04T11:55:55.942-07:00

(2-3 min read time)Just who are the Jones' anyway? Why should you keep up with them? The Jones' is a middle class family made up of ordinary people with real life problems. They have 3.5 (one on the way as of this writing) children who consume most of their monthly income, they have elderly parents who they partially care for, and they have bills, which are made of mostly credit card debt, they

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com2tag:blogger.com,1999:blog-1761213984010392386.post-79744987569837757672009-04-14T22:03:00.000-07:002009-04-21T21:46:41.717-07:002009-04-21T21:46:41.717-07:00

Ms Jones mom received a 14 page document in the mail the other day that basically said "Hey lady you need to take a RMD this year" Required Minimum Distribution : This is basically when you must by law start taking money out of your 401k or (pre-taxed) plans. If you don't start taking money out at the right age the IRS could penalize you dearly. Please answer this weeks poll and see if you can

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com1tag:blogger.com,1999:blog-1761213984010392386.post-90413320005989122272009-04-14T11:29:00.000-07:002009-04-15T12:23:11.260-07:002009-04-15T12:23:11.260-07:00

With such an overwhelming response to our workshops, we decided to create a blog. Please stay tuned as we will soon have our on radio station and website. Please sign-up for our "Keep N' Up" Tips info@keepupwiththejoness.com . We appreciate your patience and understanding in our time of growth. Please include the following in your email: First Name, Last Name, and email address. (your privacy is

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com8tag:blogger.com,1999:blog-1761213984010392386.post-35657581177174034262008-09-26T13:32:00.001-07:002009-04-17T10:24:08.152-07:002009-04-17T10:24:08.152-07:00

(7-10 min read)By now, most of you have seen the news and the talks about a "Bailout Plan" or a financial meltdown of the economy. A plan of some type is what most experts (that would not be me) agree we need. What exactly is it? Ok, I will tell you in plain English. Nah let us make that "Keeping Up" Lingo.Let's look at your home and all the many faucets you have. You have one in the bathroom, in

Jenny Joneshttp://www.blogger.com/profile/11164813129161464603noreply@blogger.com2