Edward Jones-Financial Advisor: Alison Perez

06/08/2026

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

With health care costs being one of the largest expenses in retirement, it's important to plan for those costs before you retire. Create a health care cost strategy by following these steps.www.edwardjones.com/us-en

06/05/2026

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you

06/03/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/01/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

05/29/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

05/27/2026

Life often brings unexpected events that can be costly and easily derail these goals. That’s why it’s important to save some cash for a “rainy day” in an emergency fund.

Tips on how much to save

05/25/2026

To see the power of long-term saving, enter the initial investment amount, an estimated rate of return and how long you plan to save. [EDJ2021]

Understand the potential for growth. Visualize the power of long-term saving and investing by using Edward Jones' investment calculator.

05/22/2026

Do you know what your credit score is and how it’s calculated? We can walk you through it

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

05/20/2026

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.