Edward Jones-Financial Advisor: Drew Hale

08/13/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options

08/06/2024

Explore whether and how election results might influence market trends and discuss whether you should consider adjusting your investment strategy. Watch this webinar live on Aug. 21 at 3 p.m. CT or on demand after.

Wednesday, August 21, 2024 at 3:00 PM Central Daylight Time.

08/02/2024

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

07/22/2024

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

View our list to prepare

07/19/2024

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

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07/16/2024

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

07/14/2024

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

07/12/2024

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

07/10/2024

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

07/08/2024

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3VTNkga

07/04/2024

Here’s to the land of the free and the home of the brave. Happy Independence Day!

06/29/2024

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.