Edward Jones - Financial Advisor: Gabe Pettit

09/24/2024

Does the idea of caring for an aging loved one overwhelm you? As our average lifespans keep going up, more people find themselves facing this challenge. Read these tips to help prepare for that possibility, and then let's chat about out how I can help you form a strategy.

Use our checklist

09/16/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options

09/12/2024

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

09/10/2024

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

09/06/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

09/04/2024

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Read through this checklist

09/02/2024

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

08/29/2024

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.

08/27/2024

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

This is one of the easiest workplace retirement plans to set up and maintain, for any business.

08/23/2024

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for your aging parents' and your children's expenses.

Learn how to navigate helping to pay for your aging parents' and your children's expenses.

08/19/2024

Whether it's always been your retirement dream to trade a current hometown for an exciting new locale, or you only recently decided to move closer to family, check out these four tips to prepare for a future move.

Here are four tips to help you prepare for relocating as a retiree.

08/16/2024

We are excited to share that we surpassed our first big milestone of the year – more than $1 million raised and more than 5,000 walkers registered – as the 2024 Walk to End Alzheimer's National Presenting Sponsor.

This is the earliest we've hit the milestone in any given year, and we're continuing to move full speed ahead in our support of the fight to end Alzheimer’s.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.