Edward Jones-Financial Advisor: Jeremy Edwards

08/03/2025

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3UKpdQI

08/01/2025

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/4lVSzrh

07/30/2025

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/45sLIQk

07/28/2025

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/4lPiEsb

07/26/2025

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3H4b8KI

07/24/2025

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/3H48aGb

07/22/2025

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/3TTWfOa

01/03/2024

Many of us have a home improvement wish list but may not know how to turn those ideas into action. Check out these four tips to help you plan how to afford a big remodel and then call me to discuss.

Thinking about making upgrades to your place? Follow these steps to find a contractor and budget strategy for your project.

12/30/2023

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

12/28/2023

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

12/26/2023

Saving for your child’s education while saving for your own retirement at the same time can be overwhelming — but it doesn’t have to be. Here are some tips to help you simultaneously work toward these two financial goals.

Prepare for the unexpected

12/20/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.