Edward Jones-Financial Advisor: Kasey Holifield

07/18/2025

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making it more difficult to achieve your long-term financial goals. Here are some ways to help you determine your investment risk tolerance.

Your biggest risk isn’t the stock market. It’s the possibility of not reaching your long-term financial goals.

07/17/2025

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

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07/16/2025

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

High-income retirees may face Medicare surcharge

07/15/2025

Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.

We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.

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07/14/2025

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

07/11/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

07/10/2025

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

A financial plan can help you build wealth but misinformation has kept many from creating a plan. Consider these 8 financial planning myths.www.edwardjones.com/us-en

07/09/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

07/08/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

07/07/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

07/03/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

07/02/2025

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf and update other pieces of your estate plan.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.