Chris Carter - Financial Advisor - Edward Jones

09/30/2026

Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend to be lots of natural opportunities in life to discuss certain topics with your family. Take a look here for some age-appropriate ideas to work on building financial skills.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

09/29/2026

09/29/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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09/28/2026

Life is a roller coaster of emotions that has a real effect on our bodies and minds. Learn about the fundamentals, benefits, and strategies you can use to practice mindful living this year.

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

09/27/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

09/25/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4xP200N

09/24/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

09/23/2026

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

09/22/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

09/21/2026

At Edward Jones, we are dedicated to making others’ lives better and leaving people and places better than we found them. Our Managing Partner Penny Pennington (pictured third from right) discovered many parallels within our firm's culture and the teamwork she witnessed during a once-in-a-lifetime experience aboard the USS Carl Vinson on active duty in the Pacific Ocean. She shared the leadership lessons with our 52,000 associates, financial advisors and branch teams across North America upon return and the great similarities between the mission-focused people of the U.S. Navy and the pride they take in working as a team for the greater good. We can’t help but think this is why so many retired and active duty service men and women find Edward Jones a professional home that is also in line with their desire to serve. We proudly and enthusiastically support those who serve our country and guard our freedoms.

Photo by Don DeMars Photography