Edward Jones- Financial Advisor: Amy Essary

04/30/2026

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

04/21/2026

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

04/20/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

04/17/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

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

04/16/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

04/15/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

04/14/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

04/13/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

04/10/2026

Geopolitical uncertainty and oil supply risks pressured markets and lifted inflation concerns. While short-term volatility has increased, long-term return potential remains supportive. For investors, moments like these can be an opportunity to revisit goals, rebalance and put cash to work during pullbacks. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

https://bit.ly/4msx9U2

04/09/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money