Edward Jones - Financial Advisor: Denise Ricks

Edward Jones - Financial Advisor: Denise Ricks Financial Services

Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.
03/24/2022

Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.

A few tips to follow

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk...
03/21/2022

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

While financial goals aren’t achieved overnight, the right process and financial advisor can help.  Take the quiz to fin...
03/17/2022

While financial goals aren’t achieved overnight, the right process and financial advisor can help. Take the quiz to find your match.

Choose the best financial advisors for your needs, from retirement savings to wealth strategies. Take the Edward Jones Match quiz today.

Your credit score has a huge impact on your financial life, and little things can make a big difference. Understanding h...
03/10/2022

Your credit score has a huge impact on your financial life, and little things can make a big difference. Understanding how it works can help you once you're ready to buy a home, lease a car, or pay off your debt.

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

When the market swings, learn how to keep your emotions in check. Register today for our Investing and Emotions webinar.
03/03/2022

When the market swings, learn how to keep your emotions in check. Register today for our Investing and Emotions webinar.

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

It's normal to feel confused on whether to choose a will or living trust—or even both. Learn the basics to become more c...
03/02/2022

It's normal to feel confused on whether to choose a will or living trust—or even both. Learn the basics to become more confident that you’re making the right moves for your family and your legacy.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Are you interested in learning more about sustainable investing? Learn the basics to get started.
02/28/2022

Are you interested in learning more about sustainable investing? Learn the basics to get started.

Learn the basics about environmental, social and governance investing strategies.

Setting financial priorities can be a challenge. Should you pay off your debt or save for the future? Why not do both? T...
02/28/2022

Setting financial priorities can be a challenge. Should you pay off your debt or save for the future? Why not do both? Together, we can identify your priorities and help you reach your financial goals.

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Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and...
02/25/2022

Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and guaranteed income were the happiest in their golden years.

Let’s talk about your goals and purpose in retirement.

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These factors are most common among those who are "comfortable" or "affluent" in retirement, according to a study. Here are the key takeaways.

If you’re not sure where to start with your new budget, we’ve got you covered. Here are some quick tips on getting set u...
02/22/2022

If you’re not sure where to start with your new budget, we’ve got you covered. Here are some quick tips on getting set up.

Creating a budget can seem like it's scary, but follow these tips to take charge of your finances and spend your household's money more wisely.

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to kn...
02/19/2022

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

Check out our resources.

Planning ahead for retirement? Consider talking with your family about making a plan to help tackle caregiving costs.
02/17/2022

Planning ahead for retirement? Consider talking with your family about making a plan to help tackle caregiving costs.

If you someday need caregiving services from loved ones, would they be prepared? Talk to them about the financial implications – well before you need help.

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2440 W. Broad Street; Suite 13
Athens, GA
30606

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