Edward Jones-Financial Advisor: Andrew Kowalski

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3RzilaM

05/20/2026

Sending your child to college can be a time of immense pride coupled with uncertainty about what it means for your financial situation. Here are six things to consider as your child begins life after high school.

6 things to consider

05/13/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

05/06/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

04/15/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

04/08/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

04/06/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

Learn more: https://bit.ly/4ecrdfs

04/05/2026

We hope the spirit of Easter brings you and your family festivities full of joy and happiness. May the resurrection of Christ ignite a fire within your faith and breathe new life into your hopes. Wishing you a Happy Easter.

04/01/2026

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.

02/18/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en