Sharon Sherbina-Financial Advisor-Edward Jones

07/16/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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07/15/2025

We all have different things that are important to us. Take 3 minutes for our quiz to help determine which goals matter most to you. Then let’s discuss how to help you make those financial goals a reality: https://bit.ly/3TFVkRi

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

07/14/2025

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting: https://bit.ly/40TFiXM

07/14/2025

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.

07/14/2025

Learn why our firm is the right place for your future and hear from Edward Jones leadership who will explain the advantages of transitioning your financial advising practice.

Join us in Miami September 18-19 for an Exclusive Event and hear from Edward Jones financial advisors and leaders.

https://bit.ly/44rNvVw

07/14/2025

Be sure you understand the long-term effects of your decision before you begin taking Social Security. We can help you estimate the impact different claiming ages may have on your goals.

Read our take on the impact of the recently released 2025 Trustees Report from the Social Security Administration and what that can mean for investors.

07/11/2025

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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07/10/2025

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

07/09/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

07/08/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

07/07/2025

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.