Edward Jones- Financial Adviser: Keali'i Forsberg

11/26/2025

06/20/2025

The dedication and influence demonstrated by these individuals and organizations never fail to impress me!

Recently, a gathering of this remarkable group convened for the Assistance League of Great Placer's Advisory Council quarterly meeting. The focus was on identifying community needs and gaps to effectively serve and make a difference.

It's truly inspiring to witness such collaboration for a positive impact!

https://www.assistanceleague.org/greater-placer/philanthropic-programs2/

05/07/2025

Spent a day in Alamo, CA with an incredible group of financial advisors at the DAF MasterClass—partnered with the manager and administrator of the Edward Jones Charitable Gift Fund.

We explored strategies at the intersection of purpose and planning—where philanthropy meets efficiency. These conversations help prepare us to better serve clients who want to make a meaningful impact while staying financially smart.

Curious about how Donor Advised Funds, specifically the Edward Jones Charitable Gift Fund can support your giving goals? Reach out—I’d love to share what I’ve learned.

08/08/2023

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what you should know about Medicare.

Make sure to prepare for costs

08/03/2023

Saving for college and retirement is not an either/or proposition. Take a look, and let me know if you have questions.

Prepare for the unexpected

08/01/2023

Wanting to have a conversation with me, but not sure how to get started? This quiz helps you figure out where to begin.

Planning for your financial future? Our Starting Point tool can help you take the first steps.

07/27/2023

Whether retiring or changing jobs, you typically have four options for your old 401(k) retirement plan. See the options available to you, and we can make a plan based on your needs.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

07/25/2023

Last year, equities and bonds fell together, defying convention. Will inflation and interest rates cause them to break the mold again this year?

5 tips to guide you

07/20/2023

You’ve worked hard to get to retirement — which is why it is important to protect what you’ve earned. Here are the top three risks to your retirement funds as well as some actionable tips for how to avoid them.

Retirement risks

07/18/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

07/13/2023

Here are questions you should ask yourself when trying to decide whether paying off your mortgage early is right for you.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.