Edward Jones - Financial Advisor: Rod Salter

12/05/2025

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

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12/04/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

02/10/2025

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

02/06/2025

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

02/05/2025

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

02/04/2025

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

02/03/2025

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.

02/02/2025

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

01/31/2025

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

01/29/2025

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/40Be87l

01/29/2025

Do you desire control or flexibility — or have unique needs — when it comes to your charitable giving goals? If so, exploring advanced charitable giving strategies may be a good option.

View lifetime charitable gifting strategies to consider adding to your financial strategy.