Edward Jones Financial Advisor: Travis Walter

11/01/2024

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

10/31/2024

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.

10/30/2024

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for you.www.edwardjones.com/us-en

10/29/2024

Scammers always seem to be out there lurking, planning how they can defraud unsuspecting targets. No need to passively wait for one to approach. Watch this video where Privacy Expert Patrick Chavez discusses recent scams and steps you can take to protect yourself.

Stay informed

10/28/2024

Many people question whether their money will last through the entirety of their retirement years. One of the ways you can feel more confident is to prepare for the future with the help of a financial advisor. Another way is focusing on what you can control now — your spending habits.

Will my money last?

12/11/2023

From 401(k)s to traditional IRAs, we offer a variety of retirement accounts. And we know it can get confusing at times. We’re here to help you understand the differences between these accounts so you can comfortably save for your future.

Choose from a variety of plans

12/02/2023

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let’s discuss your retirement vision.

12/01/2023

According to a 2023 study we did with Age Wave, the median affordable retirement length is only 15 years, not nearly the 29 years retirees say would be the ideal length of their retirement. National Retirement Security Month is the ideal time to revisit your retirement strategy.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

11/30/2023

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

11/29/2023

With the number of websites you're using for online shopping these days, it’s more important than ever to know how to protect your personal information. Learn more today.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

11/28/2023

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

When is it time to purchase life insurance? Learn the signs to watch out for.

11/27/2023

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This makes Social Security – and retirement income strategies that fit their unique needs – especially important.

We understand the special circumstances for Social Security that are unique to you in particular.