Edward Jones-Financial Advisor: Melinda Ogden

03/04/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

02/25/2025

Tend to get stressed thinking about tax season? Check out our tax resource center where we help simplify the process by providing information, guides and answers to common questions. And Online Access can make accessing your Edward Jones tax forms a breeze!

Information to help make your federal income tax filing easier, year-round.

12/02/2024

11/27/2024

May your Thanksgiving bring you happiness to share and many reasons to be grateful.

11/15/2024

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

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.

09/25/2024

Have you started a new job recently? Switching careers? Unsure of what to do with your prior 401k? Here & Happy to Help!
Feel free to reach out with any questions or how I can assist! 😃

05/09/2024

This America Saves Week, invest in your financial future! Complete our lesson on planning for retirement so you can maximize your potential. Your journey to financial success continues today!

Learn how to start or optimize your approach to retirement savings. From Edward Jones and EVERFI

04/01/2024

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings