Edward Jones - Financial Advisor: Michael Bonelli

06/01/2026

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

05/29/2026

Are you feeling anxious about retirement? While your finances might be set, overlooking this nonfinancial issue could jeopardize all your efforts. See why mattering, matters.

Limitless freedom often doesn’t bring satisfaction in retirement

05/27/2026

Manage your finances and plan for the future with the tip of your finger. With our app, you can see all of your accounts in one simple place, and if you have a question, we’re right there with you.

Download our app to stay connected.

05/25/2026

We all have different things that are important to us. Take 3 minutes for our quiz to help determine which goals matter most to you. Then let’s discuss how to help you make those financial goals a reality: https://bit.ly/4uvcQIy

05/22/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

05/20/2026

Life insurance is a vital part of any financial strategy – but determining what type of insurance and how much coverage you need can be difficult. Here are some questions to help you determine if permanent life insurance is right for you.

See if it’s right for you

05/18/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

05/15/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

05/13/2026

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

05/11/2026

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