Edward Jones - Financial Advisor: Kelly Chris

10/15/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/13/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/08/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

10/06/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/02/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4iZQRXw

09/30/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/47wpr4g

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

09/27/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.