Edward Jones-Financial Advisor: Grant Clay

Edward Jones-Financial Advisor: Grant Clay /*********/
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Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to ...
04/24/2024

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to help ensure you pass on your assets in the way you intend.

5 tips to guide you

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have ...
04/22/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women w...
04/17/2024

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Why it’s important

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence...
04/15/2024

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence as you enter retirement.

If you’re not prepared, a long-term care event can easily derail your retirement plan, so it’s best to start planning early.www.edwardjones.com/us-en

04/10/2024

Learn about common threats to your retirement funds based on where you are in your journey and actionable tips to help prepare for them. Watch this webinar live on April 17 at 3 p.m. CT or on demand after.

Wednesday, April 17, 2024 at 3:00 PM Central Daylight Time.

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your es...
04/08/2024

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strat...
04/03/2024

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over your financial fitness.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

Shape your financial destiny! Credit scores and credit reports are full of intricacies. Take our lesson to learn tips th...
03/28/2024

Shape your financial destiny! Credit scores and credit reports are full of intricacies. Take our lesson to learn tips that can help you create a credit future you design.

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

Explore our lessons and resources to help you have a less complicated tax season!
03/25/2024

Explore our lessons and resources to help you have a less complicated tax season!

Understand why managing your taxes is so important. From Edward Jones and EVERFI

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly ...
03/21/2024

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money ov...
03/18/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to th...
03/13/2024

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

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