Edward Jones- Financial Advisor: Sam Blethen

09/01/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

08/27/2026

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.

08/25/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

08/20/2026

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

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08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4iarscX

08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

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