Edward Jones- Financial Advisor Jane Bradley

06/01/2026

You don’t say it out loud… but it’s there. A quiet question…

“Am I on track for retirement… or am I just hoping I am?”

Life has a way of shifting plans—divorce, helping family, unexpected expenses, caring for parents, changing priorities.

And suddenly what once felt clear… feels uncertain.

You don’t need another opinion.

You need clarity.
You need confidence.
You need control.

If that thought has crossed your mind lately, you’re not alone.

Message me directly for a no obligation personal review of your retirement plan.

Jane Bradley, Financial Advisor – Edward Jones, Argyle St. Simcoe

📞 519-900-0463

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

How did the markets perform this week? Get the highlights and the latest economic news.

05/30/2026

NOTICE TO CLIENTS: If you’re coming in for an appointment over the next few weeks, please allow a little extra time for parking.

Hey, Norfolk County 👋 More improvements are on the way. Reconstruction of the Argyle Street Parking Lot in Simcoe is scheduled to begin the week of June 1.

Work will include asphalt removal, regrading, new asphalt installation, and updated line painting, all aimed at creating a refreshed and improved parking area. The project is expected to take approximately four weeks.

Construction will be completed in phases, with only half of the parking lot closed at a time. The remaining portion will stay open for public parking.

Please plan ahead and use alternate parking during this time. Nearby municipal parking lots, including 86 Argyle Street, are available and may help reduce congestion in the area.

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

05/26/2026

Explore ADUs with Frontier Building Group at Turkstra Simcoe - learn feasibility, permits, costs, and timelines to build with confidence.

05/23/2026

Stocks continue to climb despite rising rates.

How did the markets perform this week? Get the highlights and the latest economic news.

05/22/2026

Have you found yourself thinking…

💭 “Could my home help create a little extra income?”
💭 “How do I help care for aging parents without giving up everyone’s independence?”
💭 “What if my adult child needs to move back home for a while?”
💭 “Could I rent out a space to a student or someone local and offset expenses?”

For many people, the answer may be worth exploring: Accessory Dwelling Units (ADUs) — whether it’s for family, caregiving, multigenerational living, rental income, or simply creating more flexibility for the future.

Maybe you’ve been curious but don’t know where to start. What does it cost? What are the rules? Does it make financial sense? What should you consider before moving forward?

If this has been on your mind, there’s a free seminar happening June 2 that may be worth checking out.

📍 Details below.

05/21/2026

A balanced family budget isn't about deprivation or cutting everything you enjoy. It's about creating a realistic plan that supports your goals and fits your life.

Start with clear, achievable goals. Build in flexibility for unexpected expenses, because life rarely goes exactly as planned. Review your budget regularly and adjust as your circumstances change. The families who succeed with budgeting are the ones who stay consistent, not perfect.

And remember, you don't have to figure this out alone. Working with an advisor means having someone who can help you review your current situation, refine your goals, and create a strategy that can help keep you on track.

If you're ready to create a budget that works for your family's goals, reach out. I'm here to help.