Edward Jones - Financial Advisor: Tina Stenfors - Enders, CRPC

Edward Jones - Financial Advisor: Tina Stenfors - Enders, CRPC ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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October is Financial Planning Month, an opportune time to strategize smart money moves today to help you work toward fin...
10/01/2024

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

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retir...
09/25/2024

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Tips for getting started

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questi...
08/26/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might w...
08/21/2024

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk...
08/09/2024

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next ...
08/05/2024

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the...
07/08/2024

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

07/01/2024

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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Here are five lessons retirees wish they knew before they retired.
06/26/2024

Here are five lessons retirees wish they knew before they retired.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehe...
06/07/2023

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.

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

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.
06/04/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access th...
05/31/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

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