Edward Jones - Financial Advisor: Kyle Scott

Edward Jones - Financial Advisor: Kyle Scott /*********/
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Retirement is about more than saving. It’s also about knowing what you’re saving for. If you’re within five to ten years...
06/17/2026

Retirement is about more than saving. It’s also about knowing what you’re saving for. If you’re within five to ten years of retirement, now is the time to start building a plan around the life you actually want.

Retirement is about more than saving. It's also about knowing what you're saving for. If you're within five to ten years of retirement, now is the time to start building a plan around the life you actually want. Ask yourself these five questions to help shape your retirement vision. First: "When do....

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate...
06/12/2026

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate plan, state laws take over, deciding who gets what and when — and that may not reflect your wishes. Instead, you can take control through a personal estate plan.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate plan, state laws take over, deciding who gets what and when — and that may not reflect your wishes. Instead, you can take control through a personal estate plan. You may think t...

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate...
06/11/2026

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate plan, state laws take over, deciding who gets what and when — and that may not reflect your wishes. Instead, you can take control through a personal estate plan.

If you think estate planning is only for the wealthy or elderly, think again. When someone passes away without an estate plan, state laws take over, deciding who gets what and when — and that may not reflect your wishes. Instead, you can take control through a personal estate plan. You may think t...

Getting married is a huge decision. And it comes with a financial to-do list that’s arguably more important than choosin...
06/03/2026

Getting married is a huge decision. And it comes with a financial to-do list that’s arguably more important than choosing a venue or a cake.

Getting married is a huge decision. And it comes with a financial to-do list that's arguably more important than choosing a venue or a cake. Here are three financial steps to take before your wedding:  After you're married, here are three more actions: Honest conversations and careful planning can ...

A 529 education savings plan might sound like something only families with college-bound kids need. But the versatility ...
05/27/2026

A 529 education savings plan might sound like something only families with college-bound kids need. But the versatility of a 529 account may surprise you, whether your child heads to a four-year university, a trade school or elsewhere.

A 529 education savings plan might sound like something only families with college-bound kids need. But the versatility of a 529 account may surprise you, whether your child heads to a four-year university, a trade school or elsewhere. 1. What are the tax benefits of a 529 education savings plan? Ea...

Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there...
05/20/2026

Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million and buy the beach house you always wanted.

Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million and buy the beach house you always wanted. But when retirement arrives, reality hits. After accounting for keeping your current home, eve...

Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home...
05/14/2026

Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home, a retirement account and cherished family heirlooms – but no estate plan. Her children, still grieving, find themselves navigating a confusing probate process, disagreeing about when to sell the house and considering who gets their grandmother’s ring.

Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home, a retirement account and cherished family heirlooms – but no estate plan. Her children, still grieving, find themselves navigating a confusing probate process, disagreeing abou...

Everyone needs an emergency fund. Financial experts recommend it, and we’ve all experienced surprise expenses: a costly ...
04/29/2026

Everyone needs an emergency fund. Financial experts recommend it, and we’ve all experienced surprise expenses: a costly car repair, a broken water heater or unexpected medical bills. Despite our best intentions, building a financial cushion can feel impossible. After rent or mortgage, groceries, utilities and everyday expenses, it seems there’s nothing left to save.

Everyone needs an emergency fund. Financial experts recommend it, and we’ve all experienced surprise expenses: a costly car repair, a broken water heater or unexpected medical bills. Despite our best intentions, building a financial cushion can feel impossible. After rent or mortgage, groceries, u...

When you think about investing, you probably want your money to grow. But maybe you also want it to make a positive diff...
04/23/2026

When you think about investing, you probably want your money to grow. But maybe you also want it to make a positive difference in the world while you continue pursuing your financial goals. That’s the foundation of sustainable investing — an approach that considers environmental, social and governance (ESG) factors alongside traditional financial analysis.

When you think about investing, you probably want your money to grow. But maybe you also want it to make a positive difference in the world while you continue pursuing your financial goals. That’s the foundation of sustainable investing — an approach that considers environmental, social and gove...

While older generations worry about having enough money for retirement, many Gen Z workers aren’t even starting to save....
04/16/2026

While older generations worry about having enough money for retirement, many Gen Z workers aren’t even starting to save. Research in 2025 by Edward Jones and Morning Consult shows that nearly half haven’t begun setting money aside for their golden years, and only 22% are contributing to a workplace retirement plan.

While older generations worry about having enough money for retirement, many Gen Z workers aren’t even starting to save. Research in 2025 by Edward Jones and Morning Consult shows that nearly half haven’t begun setting money aside for their golden years, and only 22% are contributing to a workpl...

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