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Edward Jones - Financial Advisor: Aubrey Williams

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Bloomington, IN
Edward Jones - Financial Advisor: Aubrey Williams

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11/04/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

11/03/2026

The freedom to vote is one of the privileges of citizenship. Proud to take part in the process.

Fun Election Day fact: Americans have voted on the Tuesday after the first Monday in November since 1845, when it was chosen to accommodate a largely agricultural society.

10/30/2026

Just an FYI, our branch office is closing early today (Fri 10/30) due to out of office training and commitments. We will be monitoring phones and email. Thank you!

10/30/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

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.

10/27/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4yH5JOr

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/47ILfdf

A summary of last week's market highlights and economic news.

10/23/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4BmzWoL

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/21/2026

I recently returned from an unforgettable family trip to South Korea, where my mother was born and raised.

It was the first time my husband and children had visited Korea, and getting to share that experience alongside their grandparents was something I'll always treasure. Watching my children learn about their heritage directly from their Korean grandmother made every mile traveled worthwhile.

When I was planning the trip, two things felt daunting: the cost of airfare for a family of four and the long flights. The flights were managed with plenty of snacks and iPads. The airfare was different. Years ago, I made this trip a financial goal and built it into my own plan so we could save for it over time.

As a financial advisor, I strongly believe that our plans should make room not only for needs, but also for the experiences that matter most to us. Travel may be discretionary, but some opportunities are too meaningful to leave to chance.

Whether your goals involve family, travel, education, retirement, or something entirely different, having a plan can help you understand what's possible and how to work toward it. If you have important goals on the horizon, let's talk about how they fit into your financial picture.

10/20/2026

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you. If you'd like to better understand your options, give our office a call.

Address

5933 W State Road 46
Bloomington, IN
47404

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+18128763132

Website

http://www.edwardjones.com/aubrey-williams

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