Edward Jones-Financial Advisor: Bo Lacy

05/26/2022

Are you among them? Let's talk about how to make sure your financial strategy supports your goals.

04/22/2022

Just because you don’t see it coming doesn’t mean you can’t prepare. Together we can help ensure that your financial strategy is ready for anything as you work toward retirement.

How to adjust your strategy

04/21/2022

Financial setbacks aren’t fun, and they can happen to anybody. Let’s talk about the steps you could take if one happens to you.

3 steps to follow

04/20/2022

Deciding how much to save for college and retirement at the same time can be intimidating, but it doesn't have to be. Don’t delay saving for one goal over the other – view them together. Learn how I can help.

Prepare for the unexpected

04/19/2022

At some point, you may face a cash crunch. When that happens, you might consider tapping into your 401(k), even if you’re not yet retired. Try to avoid this move – but if you can’t, learn the differences between 401(k) loans and withdrawals.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

04/18/2022

With consumer prices spiking for nearly a year now, the Federal Reserve is shifting gears to help curb inflation. This year’s expected series of rate hikes, the first since 2015, marks the beginning of Fed policy normalization. So, what does this mean for your portfolio?

Curious about possible Fed rate hikes and what they may mean for you and your portfolio? Here are our thoughts about this year's expected series of rate hikes.

04/17/2022

Happy Easter to you and yours! Does your family have any special Easter traditions?

04/15/2022

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

04/14/2022

Less than half of working investors know how much to save for retirement.

Let’s talk about your savings

03/25/2022

Confused about life insurance? Our guide can help. [EDJ2020]

Prepare for the unexpected

03/24/2022

Dramatically lower your homeowners insurance. These 6 tips include doing some research and shopping around.

[EDJ2021]

About two-thirds of American homes are underinsured, by an average of more than 20%, according to Nationwide. Knowing what type of coverage you need is critical and should include dwelling, personal property and loss-of-use coverage. To cut costs, you can hike your deductible, get discounts on home....

03/23/2022

Thinking about your child’s education? The benefits of setting up a college savings plan speak for themselves. Send me a message and let’s get your financial strategy in place.

How to get started