Edward Jones- Financial Advisor: Rich Tierney

Edward Jones- Financial Advisor: Rich Tierney /*********/
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Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for un...
04/07/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
03/26/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

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Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
02/12/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustm...
12/26/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may imp...
12/01/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/03/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind the...
07/08/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
07/01/2025

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

Saving for retirement? And saving for college? It can be intimidating to think about saving for both – but it doesn't ha...
05/22/2025

Saving for retirement? And saving for college? It can be intimidating to think about saving for both – but it doesn't have to be.

Your financial advisor can help you balance your saving strategy to achieve both goals.

Becoming a financial advisor can be a rewarding opportunity for a career change, but there's a lot to know before you st...
05/14/2025

Becoming a financial advisor can be a rewarding opportunity for a career change, but there's a lot to know before you start your journey. Hear from one of our own, Financial Advisor Katie Warchol, how to become a financial advisor, the skills and certifications needed and much more.

Learn about the responsibilities, qualifications, and time frame it takes to become a financial advisor with Edward Jones

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.
05/12/2025

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.

Learn about different options that may be available to you to help you reduce your tax liability.www.edwardjones.com/us-en

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07932

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