Edward Jones-Financial Advisor: Philip Heness

06/12/2026

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role

Learn more about the responsibilities of caring for another person's financial wellbeing.

06/10/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

06/06/2026

Online Access is all about you: your goals, your progress and more ways to help you keep track of it all. Watch our video and see what’s in store for you with Online Access.

Connect and view accounts you have elsewhere in Online Access.

06/04/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

06/02/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4uQOPMw

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4ecXMJS

05/27/2026

It may be cliché, but most people can’t afford to be blasé about their financial well-being. Take a look at our financial fitness hub to make sure you’re on the right track: https://bit.ly/3RxBNEU

05/23/2026

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

05/21/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en