Edward Jones - Financial Advisor: Andres Rubio

03/17/2025

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

12/03/2024

Changing jobs can seem like a mix of scary and exciting. Don't worry, though: We've got you covered. Check out this list of steps to help you prepare before making a major career move.

Recently change jobs? Use this checklist to help think through some financial considerations.

11/26/2024

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

11/19/2024

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Know where your money goes

11/12/2024

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

11/05/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

10/29/2024

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

Let's write yours together

10/22/2024

Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.

We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.

https://bit.ly/3Yyfwrl

10/17/2024

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

This is one of the easiest workplace retirement plans to set up and maintain, for any business.

10/15/2024

Feliz Mes de la Herencia Hispana! This month we celebrate the diverse history, contributions and achievements of Hispanic communities around the country.

10/08/2024

Business Networking kind of day!