Edward Jones-Financial Advisor Karen Clayton

Edward Jones-Financial Advisor Karen Clayton /*********/
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11/23/2023

May your Thanksgiving be filled with love, laughs and many reasons to be thankful.

When life doesn’t go according to plan, make sure your family’s finances are protected. Let’s meet to help ensure you’re...
11/22/2023

When life doesn’t go according to plan, make sure your family’s finances are protected. Let’s meet to help ensure you’re ready.

Prepare for the unexpected

11/22/2023

Use Online Access to help get ahead of the year-end organization curve. Sign up today to receive electronic copies of your statements, tax forms and other documents. You can also share documents with your Edward Jones team and third parties, like your tax preparer.

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Identifying your end-of-life care preferences can be overwhelming. Let me help you begin your estate planning with these...
11/22/2023

Identifying your end-of-life care preferences can be overwhelming. Let me help you begin your estate planning with these three scenarios to consider.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

These are some financial challenges the millennial generation is facing. If you're a millennial, or your child or grandc...
11/21/2023

These are some financial challenges the millennial generation is facing. If you're a millennial, or your child or grandchild is, share this article with them and let me know if I can offer any help.

More and more millennials are missing credit card and car payments as they take on a boatload of debt to afford a home, a car, and kids.

Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend t...
11/21/2023

Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend to be lots of natural opportunities in life to discuss certain topics with your family. Take a look here for some age-appropriate ideas to work on building financial skills.

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

Setbacks happen. Here's how to get back on track, and give me a call to help you work through the specifics.
11/20/2023

Setbacks happen. Here's how to get back on track, and give me a call to help you work through the specifics.

Did you know an early financial education can directly affect your child’s potential for financial wellness in the futur...
11/18/2023

Did you know an early financial education can directly affect your child’s potential for financial wellness in the future? Help them out now by sharing a few helpful tips today at edwardjones.com/financialfuture

Prepaid cards may help build financial skills and control spending—they're like a practice ATM or credit card but withou...
11/17/2023

Prepaid cards may help build financial skills and control spending—they're like a practice ATM or credit card but without their risks. Learn more if this is the right alternate payment method for you or a loved one.

Learn more about prepaid cards to see if they’re right for you. From Edward Jones and EVERFI

Parents who help young adults build a strong financial education now are giving them a big boost toward a more money-sav...
11/17/2023

Parents who help young adults build a strong financial education now are giving them a big boost toward a more money-savvy adulthood. To help them get started, share the trove of financial wisdom we’ve complied at edwardjones.com/financialfuture

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