Edward Jones - Financial Advisor: Scott Marsh

07/24/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.

07/22/2023

Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.

07/22/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

07/21/2023

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

07/20/2023

Ready for a new car? Summer can be a popular time to shop for your next ride. Before you head to the dealership, make sure you understand the basics of auto loans.

Explore different ways to buy a car and the steps you can take to apply for a car loan. From Edward Jones and EVERFI

07/20/2023

Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.

07/19/2023

Hosting a family meeting can help avoid conflict when the time comes to bequeath your estate.

How to help make the discussion go as smoothly as possible

07/18/2023

Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.

07/18/2023

Retirees may experience cannonballs (major derailers) or curveballs (minor setbacks). Preparation, adaptability and resilience are key to thriving in retirement. Watch this webinar live on July 19 at 3 p.m. CT or on demand after.

Wednesday, July 19, 2023 at 3:00 PM Central Daylight Time.

07/17/2023

Conversations about inheritance and your legacy may not be easy, but they are important. Here are some conversation starters to use with your kids.

Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

07/16/2023

Here are the benefits of investing in a donor-advised fund, but let's meet to discuss if they make sense for your financial goals.

Learn how our donor-advised fund can help you support the causes you care about.

07/16/2023

Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.