Edward Jones - Financial Advisor: Glen Duffy

Edward Jones - Financial Advisor: Glen Duffy Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

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10/22/2025

I'm pleased to announce we have launched Edward Jones Generations®️, our new private client service tailored to U.S. high net worth clients and their unique needs. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

10/20/2025

If you’ve been impacted by the recent federal layoffs, please know you’re not alone. As a financial advisor, I’m here to help you navigate this uncertain time. Whether it’s reviewing your financial strategy, exploring options for your retirement accounts or simply talking through next steps, we can find a path forward together.

In the meantime, here are some key steps to take following a job loss.

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You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
09/25/2025

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you ...
09/22/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

09/19/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
09/18/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

While life insurance can be beneficial, it can also be confusing. Do you need life insurance? How much coverage do you n...
08/01/2025

While life insurance can be beneficial, it can also be confusing. Do you need life insurance? How much coverage do you need? What type of life insurance should you choose? If you’re asking yourself these questions, this guide can help.

Prepare for the unexpected

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many bene...
07/30/2025

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a close...
05/26/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options.

Maximize your retirement savings by getting fully up to speed on individual retirement accounts (IRAs).

Only two of five Americans (38%) feel they are saving enough to reach their goal for future education expenses. If you'r...
05/22/2025

Only two of five Americans (38%) feel they are saving enough to reach their goal for future education expenses. If you're one of them, let 529 Day (5/29/2025) be your catalyst to discover how a 529 education savings plan can help.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

A properly planned estate strategy gives you control over how to provide for what you value most, financially and person...
04/11/2025

A properly planned estate strategy gives you control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

A checklist to help you get started

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
04/09/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

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