Edward Jones-Financial Advisor: Jen Humphreys

12/27/2024

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

12/23/2024

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

12/20/2024

The end of the year tends to be busy and can be full of a range of emotions. Learn about some ways you can practice mindfulness to decrease the stress on your body and mind.

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

12/18/2024

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in planning for your expenses.

Use this checklist to prepare

12/13/2024

We believe that investors deserve the right tools and information to help them make smart decisions. Check out these investor education resources, and then contact me to get started planning how to work toward your financial goals.

We're committed to helping you make smart decisions with confidence.

12/12/2024

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

11/11/2024

Election Aftermath: Key Market Implications to Watch
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

Want to know more about how the current markets affect your family's financial plan & opportunities to optimize what you've worked really hard to put in place? Let's connect for a complimentary financial review.

[email protected]
503.430.1319

11/06/2024

Today's Market Update For You
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/daily-market-recap

I'm here to answer questions, help you optimize your plan and ultimately come alongside you & your family as you make way toward your financial goals.

Reach out to schedule some time to review your plan. I look forward to connecting!

[email protected]
503.430.1319

08/26/2024

Digging in to Jackson Hole: Countdown to Rate Cuts
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

Do you have questions about your financial strategy or want to understand how the markets play into your financial plan? Let's get together & for a complementary financial review of your current plan. I look forward to it!

503.430.1319
[email protected]

08/23/2024

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

08/21/2024

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

08/19/2024

Optimism Returns: Soft Inflation…and a Soft Landing?
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

How can I come alongside of you & what's important to you when it comes to your financial goals? Let's get together for a holistic financial review & discover some ways to optimize your strategy.

503.430.1319
[email protected]