Edward Jones- Financial Advisor: Scott Lovejoy

08/14/2023

The lifetime cost of retirement averages almost a million dollars, many times more than the average cost of a house, raising a child, or a college education. At the same time, many more people expect to be spending potentially much more time in retirement.

The years may be there to enjoy, but they must also be paid for. Our latest study in partnership with Age Wave explores both sides of today’s retirement experience with the aim of helping retirees and pre-retirees make resilient choices to thrive.

https://bit.ly/3s8PBZN

08/10/2023

Take a look, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

03/01/2023

Take a look at my recent news about my AAMS™️ designation.

02/27/2023

You typically have four options for your old 401(k). Take a look, and then let me know what other questions you have.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

02/24/2023

If you haven’t already put an estate plan in place, there’s no better time than the present to create a blueprint for your – and your family’s – future.

Creating an estate plan doesn’t have to be overwhelming. Follow these three steps to get started.

02/22/2023

You can never be too sure when it comes to your retirement accounts or life insurance. Let's work together to help ensure that your financial future is set.

Estimate your future value

02/20/2023

Find out more about my RICP®️ designation.

The RICP®️ is the property of The American College of Financial Services®️, which reserves sole rights to its use, and is used by permission.

02/17/2023

Check out these contribution limits - only a few weeks left to take advantage!

Roth IRA and traditional IRA contribution limits can change each year.

02/15/2023

It’s never too soon to save for your children’s education. And one effective savings tool to consider is a 529 plan.

Saving money for college

02/13/2023

Did you know a spouse may be entitled to receive up to 50% of the higher earner's benefit? For many, the rules regarding Social Security benefits are unclear. Check out this easy-to-understand piece that breaks down 4 common scenarios that could result in more generous Social Security benefits.

Understand the benefits a spouse (or former spouse) may be entitled to receive in four scenarios.

02/10/2023

Take a look at my recent news about my CEPA®️ designation.

The RICP®️ is the property of The American College of Financial Services®️, which reserves sole rights to its use, and is used by permission.

02/08/2023

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.