Edward Jones Financial Advisor: Kim Carroll

09/29/2026

26 years of marriage. More than 30 years of working in an industry centered around planning for the future. And lately, I’ve been thinking about how quickly the future becomes the life you’re living. ❤️

Sean and I met in 1995 while working at Colonial Mutual Funds.

We were young, building careers, building a relationship and dreaming about what life might look like someday.

Then came a wedding on September 23, 2000.

Careers grew. A Home. A family followed. Our Two daughters. Dogs. Milestones. Challenges. Celebrations. Plenty of changes we could never have anticipated.

And somehow, all those “somedays” became 26 years of marriage.

Last week, as we sat across from each other celebrating our anniversary, I found myself thinking about something that feels particularly relevant to the work we do today.

For more than three decades, we’ve both worked with people preparing for their futures — weddings, education, retirement, transitions, legacy planning, new chapters and all the possibilities that come with them.

And there is certainly value in planning for tomorrow.

But life has taught me something equally important:

Don’t become so focused on preparing for someday that you forget to live today.

Because ultimately, the goal isn’t simply to reach retirement with a certain number.

-It’s having the health and well-being to enjoy it.
-People you love to share it with.
-Purpose that gets you up in the morning.
-Experiences you’re excited about.
-And the freedom to spend more of your time on what matters most to you.

Looking at these pictures of us then and now is a wonderful reminder:

Plan for the future. But build a life you don’t have to wait until retirement to enjoy.

Happy 26 years, Sean. Cheers to the life we’ve built — and there’s still so much ahead. ❤️

09/25/2026

Her Rock. Our tradition.

My mom has always talked about “her Rock” at Fort Phoenix in Fairhaven — the place she goes when she needs some quiet, time to reflect, or simply a little peace for her soul.

This summer, my girls and I realized something: we didn’t actually know where her Rock was.

So we asked.

And that turned into one of those days I know I’ll remember forever. We took Mom on a little road trip down memory lane — through the neighborhood where she grew up, to some of her favorite childhood places, for clam cakes, and finally to Fort Phoenix to find the Rock.

In my mind, I had pictured some little rock at the end of a jetty. Instead, we came upon this enormous boulder overlooking the water — and suddenly I understood. There really is something incredibly peaceful about that spot.

And standing there with my 80-year-old mom and my 21-year-old daughter, it hit me:

Our Rock showed us where her Rock is. ❤️

Someday, we’ll know exactly where to go. And hopefully my girls will bring their children there and tell them about their Grandmother Brenda and the place that brought her peace.

The older I get, the more I realize this is what being truly rich looks like. Family. Health. Longevity. Purpose. Stories. Traditions. And enough time together to pass them on.

These are the things I never want to take for granted. ❤️

09/21/2026

A picture can mean something completely different 18 years later.

I came across this family photo from about 18 years ago, and I couldn’t help but stop and really look at it.

The kids were little.
We were all younger.
Life looked different.

Some of the people in this picture are no longer with us. Others have grown up, moved away, started new chapters and created lives of their own.

And somehow, all those years went by incredibly fast.

After spending more than 35 years helping people plan for their financial futures, I’m reminded more and more that money was never really the end goal.

It’s what the money allows us to do.

-Spend time with the people we love.
-Take the trip.
-Help our children.
-Care for our parents.
-Stay healthy and independent as long as possible.
-And have the freedom to enjoy the years we’ve worked so hard for.

That’s why I’ve come to think about wealth more broadly:

Health. Family. Purpose. Finances.

They are all part of the plan.

Because someday, the pictures we’re taking today will be the ones we look back on and wonder where the time went.

Plan for tomorrow. But don’t forget to live today. ❤️

09/16/2026

WEBINAR TODAY: "From Wealth to Legacy: The conversation you've been putting off"

We would like to invite you to an upcoming webinar, "From wealth to legacy: The conversation you've been putting off," today.

Passing on wealth is about more than money - it's about values, legacy and the conversations that bring families closer. Join us to discover how to start meaningful wealth transfer discussions and build a strategy that reflects what matters most to you.

Here are the details:

Date: Wednesday, Sept. 16, 2026
Time: 4 p.m. ET

Click here to reserve your spot.
https://lnkd.in/e6QTyh_j

I hope you can join us. You are welcome to share the registration link with others.

The presentation provides a lot of information. If you have questions, please contact us at 508-226-1087.

09/14/2026

Personalized Financial Strategies Built Around Life's 4 Pillars -- Health, Family, Purpose and Finances -- All that matters most to you.

A resource for finding your rich. Discover the four pillars of a meaningful and secure future.

09/14/2026

The Road Ahead

Sometimes a photograph captures more than the moment.

I took this picture the day before my daughter began her second year at URI, continuing her journey in nursing.

As I watched her walking down this beautiful country road near our home—with the sunflowers still blooming and the first hints of fall beginning to appear—I thought about how much of her road is still ahead of her.

And then I realized how much this photograph reminds me of what I do every day as a financial advisor.

We are all somewhere on the road.

Starting a career. Raising a family. Sending children to college. Preparing for retirement. Caring for aging parents. Navigating a loss or an inheritance. Selling a business. Or simply wondering:

Am I doing the right things today to be ready for what comes next?

Financial planning involves investments, taxes, retirement income and numbers. But the numbers are only meaningful when we understand what they’re meant to make possible.

Because none of us can see every turn in the road ahead.

We can, however, be intentional about where we’re going, prepare for the unexpected, and build a plan that evolves as life does.

Perhaps that’s what struck me most about this picture.

She’s looking down the road ahead. And in one way or another, aren’t we all?

That, to me, is what financial planning is really about—helping people move toward what matters most with greater clarity, confidence and purpose.

Connecting wealth & well-being.

05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4tPDf3H

05/02/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

05/01/2026

Many people learn about investing for the first time through their workplace.

This video highlights how the right retirement plan—paired with education—can help employees feel more informed and confident about their future. It’s the kind of partnership‑focused work we strive for at Edward Jones.

If you’re a business owner and want to explore what that could look like for your team, feel free to reach out. I’m here to help.

Learn more about how Edward Jones is partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=907833&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=907833_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY2OTk5MA%3D%3D

04/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.