Edward Jones - Financial Advisor: Richard Smith

12/04/2025

Make sure your financial goals are part of your New Year’s resolutions. With Online Access, you can track your progress toward your financial goals, making it easier to know where you stand with your short- and long-term goals.

Connect and view accounts you have elsewhere in Online Access.

11/21/2025

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

11/20/2025

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

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11/19/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

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.

11/18/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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11/13/2025

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't have it yet, what type do you need?

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

11/12/2025

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique 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

11/12/2025

Cross managing your finances off your holiday to-do list. With Online Access and our app, you can track your goals, connect with your Edward Jones team, sign documents and much, much more — on the go or from the comfort of home.

Download our app to stay connected.

11/11/2025

I'm pleased to announce we have launched Edward Jones Generations®️, our new private client service tailored to U.S. high net worth clients and their unique needs. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

11/10/2025

We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial goals. Learn more about these steps, and then let's meet to start planning your path forward.

Make a plan for your future

11/07/2025

At Edward Jones, we offer personalized investment strategies to help you plan for and realize the possibilities of your future – for yourself, your family and future generations.

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11/06/2025

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting: https://bit.ly/4p2s5pv