Edward Jones - Financial Advisor: Chris Marshall

01/07/2024

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

01/06/2024

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

11/13/2023

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

09/12/2023

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities.

https://bit.ly/3LlmOYm

09/12/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

09/01/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

08/10/2023

Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave.

Learn more: edwardjones.com/newretirement

08/09/2023

Today's investment decisions fuel independence to retire when you want to. We'll help you prepare for Financial Fitness in Retirement.

Today's investment decisions fuel independence to retire when you want to

08/08/2023

A budget can help you stay on top of your finances by helping you plan where your money will go instead of wondering where it went. We’re here to help.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

07/25/2023

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

04/11/2022

It's a proud day for us! Edward Jones has been named among the 2022 Fortune 100 Best Companies to Work For®. It's our 23rd time on the list, and we rank No. 35 this year. (Source: Fortune.com – April 2022)

In our branch, and across our firm, we are committed to creating a place of belonging for all, a place where we welcome, respect and value each other. It's one way we make a positive impact for our clients and our colleagues, and in our communities.