Edward Jones

08/07/2025

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 savings strategy to achieve both goals.

08/05/2025

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities — anytime of the year. The best part is that anyone can contribute to the account, including grandparents, family friends, parents and others.

Learn about the many benefits of gifting 529 education savings funds and the many ways those funds can be used.www.edwardjones.com/us-en

08/01/2025

Sending your child to college can be a time of immense pride coupled with uncertainty about what it means for your financial situation. Here are six things to consider as your child begins life after high school.

6 things to consider

08/01/2025

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Read through this checklist

07/30/2025

Spousal benefits, if you qualify, can potentially provide up to half of what a higher-earning spouse is entitled to collect. Easy money, right? Well, there’s a lot more to it. Here’s a short list of rules every potential spousal-benefit applicant should know.

For married couples in need of a strategy, spousal benefits could play an important role.

07/28/2025

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

07/25/2025

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

The government’s formula rewards workers who keep earning income for at least 35 years.

07/23/2025

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.

07/21/2025

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Learn the options and implications for taking Social Security benefits and how to maximize them.

07/14/2025

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

06/11/2025

Whether growing your family or hitting your late-career stride, flexibility helps Edward Jones financial advisors succeed and make an impact.

Learn how experienced financial advisor, Lizbeth Lindley, traded Wall Street for a career where she could control her own destiny.

https://bit.ly/3HA50Ki

05/29/2025

Independence drives Chris Knaus' success, but that doesn't mean she has to go at it alone. She counts on being highly supported by the firm's headquarters and a dedicated branch office administrator.

Read how Knaus found the right balance when she made her move to Edward Jones.

https://bit.ly/3SthO7o