Edward Jones- Financial Advisor: Suzanne C. Short

01/06/2025

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

01/03/2025

Moving, planning a renovation, taking a trip, paying for college? We offer flexible borrowing options to meet a variety of financing needs, while allowing your investment portfolio to remain intact.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

01/02/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.www.edwardjones.com/us-en

01/01/2025

Planning how to achieve the financial future you achieve can feel overwhelming sometimes. Read these steps to help find a financial advisor who's a good fit for YOU.

What you need to know

12/31/2024

If you are thinking of ways to diversify your investments, property investment might be on your mind. Check out our quick lesson to learn more about this approach and what it could mean for you.

Explore the world of property investment to see if it is right for you. From Edward Jones and EVERFI

12/30/2024

Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Financial Fitness begins with your first paycheck

12/27/2024

As a business owner, you know your employees are depending on you to help them save for retirement. Edward Jones can help you determine which plan — whether 401(k), 403(b), SIMPLE IRA or another — could work well for your business.

Plans for your employees

12/26/2024

I am extending heartfelt gratitude to those who selflessly provide care and support to their loved ones. If you are embarking on the journey of financial caregiving, we have wonderful guidance to help usher you through the process.

Learn more about the responsibilities of caring for another person's financial wellbeing.

12/25/2024

Wishing you a very merry Christmas filled with joy and peace.

12/24/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

12/23/2024

Not sure how fixed-income investments work or whether they should be part of your financial strategy? Read on to learn the role they often play in diversified portfolios. Then let's schedule time to chat about how this type of investment could help you work toward your goals.

Here are your options

12/20/2024

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in planning for your expenses.

Use this checklist to prepare