Edward Jones-Financial Advisor: Kalee Murphy

02/14/2026

On this Valentine's Day, we hope you're able to spend time with the people who matter most to you. We look forward to deepening our connection with you so you can feel confident that your financial strategy is connected to a life you love. Happy Valentine's Day.

12/30/2025

The only constant in life is change — well, that and taxes. And while there's not much you can do about taxes, you can manage change by keeping your estate plan up-to-date. In general, reviewing your estate plan every three to five years and after one of these five major life events can help prevent your assets from falling into the wrong hands after your passing.

When life changes, your estate plan may need to change too. We recommend reviewing your estate plan when these life events occur.www.edwardjones.com/us-en

11/03/2025

According to the Alzheimer’s Association®️, more than 11 million Americans offer unpaid care for loved ones living with Alzheimer’s Disease or other dementias.

This November, during National Family Caregivers Month, we honor their tireless dedication, compassion and love.

💜 Celebrate a caregiver in your life and explore valuable resources at alz.org/honor.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Join us in honoring millions of caregivers by sharing a special tribute message during Family Caregivers Month.

10/28/2025

Don’t be in the dark when it comes to your finances. With Online Access, you can access and track your accounts with ease — so you can get a more complete picture of your financial well-being.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

10/25/2025

While many people dream of retiring, most don’t have a clear vision of what retirement looks like day to day. Asking yourself these five key questions can help you achieve your ideal retirement.

Your retirement should be everything you want it to be. Start planning for the next chapter of your life by defining your retirement goals.

10/22/2025

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Fund your legacy

10/17/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options: https://bit.ly/3Lfx1Ze

10/14/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Retirement risks

10/12/2025

Autumn brings more than just the pleasures of pumpkin spice, colorful leaves and Halloween. It marks the start of open enrollment season for many people. Let's schedule time to review your current health insurance coverage to ensure it best fits your needs.

Reviewing your Medicare decisions annually can help make sure you’re getting the health care coverage you need at the best available price.

10/09/2025

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

10/06/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

10/03/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.