Edward Jones-Financial Advisor: Carrie Lamb

Edward Jones-Financial Advisor: Carrie Lamb Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.
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As we mark the two-year anniversary of the bull market, we assess how the economic and market environment has evolved an...
10/14/2024

As we mark the two-year anniversary of the bull market, we assess how the economic and market environment has evolved and explore what might come next.

A summary of last week's market highlights and economic news.

October is Financial Planning Month, an opportune time to strategize smart money moves today to help you work toward fin...
10/13/2024

October is Financial Planning Month, an opportune time to strategize smart money moves today to help you work toward financial freedom in the future. Check out these tips to get started.

How to manage your finances

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to pot...
10/12/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health ...
10/11/2024

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.

Make sure to prepare for costs

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in c...
10/10/2024

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in control of your finances. Check out these steps to help you budget more productively and then plan for a nice treat or fun activity (that fits your budget!) after tackling that task.

Know where your money goes

10/09/2024

Mutual funds allow investors to pool their money and purchase investments as a group. They mutually share in the profits or losses together rather than directly owning company stock. Learn more about mutual funds, and then let's discuss whether they could make sense for you.

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We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll...
10/08/2024

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read ...
10/07/2024

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for...
10/06/2024

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for what lies ahead. Then let's schedule time to discuss potential strategies for the added expenses that come with expanding your family.

Use this checklist to prepare

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just ...
10/05/2024

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just around the corner or in the more distant future, these six financial tips can help you prepare for that transition to your child's life after high school.

6 things to consider

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help yo...
10/04/2024

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help you determine which choice is right for YOUR situation.

See if it’s right for you

Does the idea of caring for an aging loved one overwhelm you? As our average lifespans keep going up, more people find t...
10/03/2024

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

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808 Ley Road
Fort Wayne, IN
46825

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5:30pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm

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+12604710013

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