Edward Jones-Financial Advisor: Sarah Swanson

06/01/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/22/2026

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

05/07/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

05/01/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

04/29/2026

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

04/24/2026

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

04/23/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

04/16/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

04/12/2026

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

04/06/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.