Edward Jones - Financial Advisor: Glenn Slezak

06/03/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

05/14/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/11/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4nnDsso

05/06/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

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.

04/30/2026

International equities began the year with strong momentum, but the escalation of the conflict in the Middle East has introduced uncertainty and paused their outperformance relative to U.S. stocks. While volatility is likely to remain elevated in the near term, we believe international equities can reassert their value once energy prices begin to normalize.

Senior Global Strategist Angelo Kourkafas explains in our monthly international market focus.

https://bit.ly/4cXOkbw

04/15/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

04/13/2026

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

04/10/2026

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.

02/13/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

01/08/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en