Edward Jones - Kimberly Mackenzie Financial Advisor

06/02/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/02/2026

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER®️ or CFP®️ certification.

Highlights include:
• Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
• Insurance planning and education planning

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

06/01/2026

The stakes are high and Team USA is fully invested in this next match. But champions aren't made in a single moment—they're built through years of dedication. The same goes for your finances. I’m here to help you go the distance.

06/01/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4ub0O6l

06/01/2026

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4eeBmYO

05/30/2026

When accounts, cards, and goals live in different places, it can be hard to see how everything fits together. Even simple decisions can feel more complicated than they need to be. ��

When more of your financial picture comes together, clarity improves and confident decisions can follow. ��

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

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

05/29/2026

If you were in an accident or got sick and couldn’t work, how would you cover your expenses? Fortunately, there are ways to protect against a short- and long-term disability.

If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

05/28/2026

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

With health care costs being one of the largest expenses in retirement, it's important to plan for those costs before you retire. Create a health care cost strategy by following these steps.www.edwardjones.com/us-en