Edward Jones Financial Advisor: David Laughran

05/19/2025

Given other expenses and financial goals, some people feel strained to save for education. A 529 education savings plan may help. Let 529 Day (5/29/2025) be your catalyst to learn more.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

01/06/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

09/23/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

09/09/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options

06/04/2024

Don't miss this Beyond Generations podcast episode where our head of Wealth Management Advice and Solutions Lena Haas explores strategies for bridging the retirement gap between men and women, how creating an emergency fund can be empowering and the importance in taking a more active role in financial decision-making.

ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

03/14/2024

Your multiple savings goals don’t need to be achieved all at once. You can prioritize your goals and set benchmarks to check your progress along the way. Learn how with these four strategies.

Here are four strategies to help you make the most of your savings and balance your goals.www.edwardjones.com/us-en

02/19/2024

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

Let's write yours together

12/04/2023

How often are your employees receiving financial education to help them save for retirement and other goals? If your answer is "not often enough," let’s talk. We can customize an employee education program to meet your needs.

11/03/2023

Average lifespans are only continuing to grow, and that brings with it the challenge that many will need to care for an aging loved one at some point. You don't have to be financially or emotionally overwhelmed. We're here to help. Review this checklist and then let's chat!

Use our checklist

09/12/2023

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future

09/07/2023

By building financial literacy, family members from tweens to young adults can start on the path toward long-lasting financial strength. Discover actionable tips and resources to teach your kids, or yourself, about finances. Watch this webinar live on Sept. 20 at 3 p.m. CT or on demand after.

Wednesday, September 20, 2023 at 3:00 PM Central Daylight Time.

08/21/2023

Here are some key financial and non-financial considerations.

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