Edward Jones Financial Advisor - Taylor Monson

01/19/2026

My Second-Opinion Service

It is ok to ask for a second opinion, especially when it comes to your finances. One of the most meaningful parts of my role is helping people feel confident in their financial decisions.

My Second Opinion Service is for you and people you care about who want an honest review of your current financial situation or recommendations you've received along the way. I provide an objective review and explain things in plain language so you can make informed decisions with clarity.

If you've wondered "Am I missing something?" or "Does this still make sense for me?", consider reaching out for a second opinion, with no pressure or obligation.

Taylor Monson
701-772-9243
[email protected]

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

08/13/2025

https://bit.ly/4ls37xk

"What should I do first: pay off debt or invest?"

This one can be tricky - you don't have to be debt-free to build wealth and there is a smart way to balance both. The type of debt, the interest rate and other goals and priorities you might be balancing along with it are factors that should be weighed to determine the right mix for you.

Check out our "Paying Down Debt" strategy report in the link.

[email protected]
701-772-9243

08/11/2025

Ever feel like you're doing "okay" with your money but aren't really sure you're on the right track for you and the things you care about?

So are several others, and that's exactly what I help people and businesses figure out.

Whether you're trying to save more, retire, get out of debt, invest tax-efficiently - or just gain confidence and clarity around what you're already doing - my goal is to be a trusted partner and resource for anyone planning for tomorrow.

[email protected]
701-772-9243

08/06/2025

One of the most common questions I hear is "do I/we have enough?" or "am I/are we doing enough?".

The short and not-so-simple answer is "it depends" because "enough" is unique to each and every person or family. What is "enough" for one to feel confident, secure and living a comfortable lifestyle may leave another feeling fearful, unprepared and not knowing what steps to take next to live financially well.

What are some factors that can make a big difference?
- Lifestyle
- Proper tax and income planning with the right partners
- Understanding the full picture. For example, other income sources, such as a pension, rental income or part-time employment, can help take the pressure off of retirement or other investable assets. In other words, less savings may be needed if other sources of income exist too.
- Inflation
- Organizing finances and using them efficiently - don't let "lazy money" limit what's possible.

[email protected]
701-772-9243

08/04/2025

Do you have questions about...

1. What others are doing in their financial lives?
2. What to do with old 401ks or IRAs from past jobs?
3. When to start investing outside of your workplace retirement plan and how much is right for you?
4. Whether you even need to speak with a financial advisor?
5. What happens to your family financially if something happens to you?
6. For business owners, whether you have the best retirement plan in place for you and your business?
7. For business owners and/or individuals, how to get the most out of your savings or operating capital while still keeping it liquid and safe?
8. Whether you can retire when you want to and what level of lifestyle your retirement assets can comfortably afford?
9. When to draw Social Security?
10. The Big Beautiful Bill and how it impacts you?
11. How you can manage and reduce tax burdens?
12. Whether you're receiving the service you're paying for from your current advisor relationship or how much you're paying now?

If you would like to reach out to me, you can expect:
- No charge for time.
- Conversations that are 100% confidential.
- No judgment, no expectations.
- Complete transparency.
- Competence, care and better insight and awareness around what you're already doing.

701-772-9243
[email protected]

08/03/2025

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your passing? Here are some steps you should consider taking to help ensure your wishes are accurately carried out.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

07/31/2025

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Here's our business owners hub

07/30/2025

Supporting those who have served is a true privilege. Yet, many of the vets I work with aren’t aware of the abundant financial benefits available to them. This guide is a valuable first step in discovering those opportunities — and ensuring nothing goes unclaimed.

Serving your country entitles you and your family to some bespoke financial benefits.

07/16/2025

https://apple.co/4kLVSAf

Whether you're just starting or well into building your wealth, this is a great listen about important habits for anyone wanting to better their financial well-being.

Podcast Episode · Rich Habits Podcast · 07/07/2025 · 38m

07/01/2025

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

06/26/2025

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.

06/24/2025

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options