Edward Jones-Financial Advisor: Mark Koznicki

Edward Jones-Financial Advisor: Mark Koznicki /*********/
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If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial str...
12/11/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
11/26/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

When you've worked hard to achieve your financial goals, the last thing you want to do is take a step that could derail ...
10/06/2025

When you've worked hard to achieve your financial goals, the last thing you want to do is take a step that could derail them. Give me a call so we can discuss avoiding these mistakes and whether you're on track for retirement.

When you've worked hard to achieve your financial goals, the last thing you want is to take a step that could derail them. Learn how to avoid these common mistakes.www.edwardjones.com/us-en

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you t...
09/15/2025

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you to be protected and well taken care of if Alzheimer’s strikes.

Talking about Alzheimer’s can be uncomfortable, but making sure trusts, wills, powers of attorney, passing arrangements and plans for long-term care are in order today will save you a world of heartache tomorrow.

Interested in learning more? Stop by or call our branch. To learn more about your local walk: www.alz.org/edwardjones

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control...
01/20/2025

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control.

While each year brings changes, it’s important to focus on what you can control. These financial resolutions for 2025 can help you stay on track.www.edwardjones.com/us-en

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to pot...
12/08/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it...
12/03/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3ZbUo9w

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retir...
09/26/2024

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Tips for getting started

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick...
09/05/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from his...
06/06/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-te...
05/28/2024

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

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