Edward Jones-Financial Advisor: Bob Wheatley

02/18/2025

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.

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.

02/16/2025

Facing a tax bill or have a tuition payment coming due? It's important to be intentional about how you fund short-term cash needs.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

02/15/2025

Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

See Edward Jones' tips when buying CDs.

02/14/2025

May this Presidents Day ignite a spark of hope and appreciation for our nation's leaders, who have shaped our collective journey.

02/13/2025

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

02/13/2025

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

Explore how your Social Security benefits are taxed and what you can do to potentially reduce your tax liability.www.edwardjones.com/us-en

02/11/2025

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4jW119q

02/09/2025

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/42NulJb

02/07/2025

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/413vWt7

02/05/2025

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/42Kginz

02/03/2025

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/40Z6EMN

02/01/2025

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/3WDZGdC