Edward Jones - Financial Advisor: Ursula Strong

05/26/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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05/05/2026

If you're an experienced financial advisor exploring a new firm, join us for a half day event designed to show how Edward Jones can accelerate your growth — followed by dinner with our leadership team.

See what sets our opportunity apart:
• Compensation aligned to your impact
• Marketing that drives targeted client acquisition
• Advisory solutions built for complex client needs
• A Client Support Team that expands your capacity
• A clear and supported transition process

Ready to explore a new chapter? Register here: https://bit.ly/3R40isO

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02/06/2026

The big game is coming up, and we know you're working hard, running your own plays to go after your financial goals. Why not stack your team? An Edward Jones financial advisor can work with you to build custom strategies designed to help you reach that endzone of financial security.

01/22/2026

Don’t Lose Track of Financial Accounts

Consider this: About 1 in 7 people has unclaimed cash or property, totaling billions of dollars, according to the National Association of Unclaimed Property Administrators. How can you avoid losing track of valuable financial assets?

For starters, keep good records of your 401(k) and IRA accounts. And report a change of address and name changes to financial services providers and former employers. Also, try not to maintain multiple accounts in scattered locations.

But what can you do if you suspect you’ve already left some money behind?

If you think you’ve lost tabs on an IRA, you can check old tax returns and bank statements to help track your contributions and find your previous financial provider. If it’s a 401(k), you can contact your old employer’s plan administrator.

You can also check some websites run by governmental agencies. For one, the Department of Labor recently launched a retirement savings lost-and-found database at lostandfound.dol.gov that can help you find pension or 401(k) plans connected to your Social Security number.

But as you’ve heard, “an ounce of prevention is worth a pound of cure” — which, in this case, means you’ll help yourself greatly by tracking your accounts from beginning to end.

This content was provided by Edward Jones for use by Ursula Strong, your Edward Jones financial advisor at 336-542-3280.

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The Retirement Savings Lost and Found Database serves as a centralized location to find lost or forgotten retirement benefits and get information on how to obtain those funds.

01/21/2026

New Tax Laws for 2026 that You Should Know

The new year brings more than resolutions – it brings tax changes that could impact your wallet.

There's good news for retirement savers: You can put more into your IRA, 401(k) or other workplace plan this year compared to last year.

If you're a high earner age 50 or older, catch-up contributions must now be made into a Roth account – for tax-free income later.

Health savings accounts also allow more in annual contributions.

When it comes to education savings, the withdrawal rate for 529 plans has doubled. And the list of qualifying expenses includes more options than before.

Charitable giving shifts too: Standard filers can deduct up to $1,000 in cash gifts, while itemizers face new thresholds.

Tax changes can be complex. Work with a qualified financial advisor and tax professional to build strategies that make the most of new opportunities while minimizing your tax burden.

This content was provided by Edward Jones for use by Ursula Strong, your Edward Jones financial advisor at 336-542-3280. Member SIPC

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

01/20/2026

Putting your Aging Parents' Wishes First

As your parents grow older, it may be time to talk with them about financial and aging issues.

Position these conversations to honor their plans and understand their wishes, so their affairs will be taken care of as they would like.

First, consider health care. Find out if they have limits on medical care and appropriate legal documents, like a health care power of attorney.

Another subject: independence. Have they thought about the need for long-term care?

Also, ask if they have updated wills, revocable trusts and durable powers of attorney, so a trusted person can make financial decisions if they become incapacitated.

Finally, have they left instructions in their will about their funeral preferences?

These are sensitive subjects, but you can get help from other family members or a trusted legal or financial professional.

By raising these issues with your parents, you can help avoid unpleasant surprises — and maybe even create some peace of mind for your family.

This content was provided by Edward Jones for use by Ursula Strong, your Edward Jones financial advisor at 336-542-3280.

Member SIPC

01/15/2026

The Real Meaning of Diversification in Investing

We’ve all heard the phrase: “Don’t put all your eggs in one basket.” In the world of investing, it’s solid advice.

Unfortunately, some people misinterpret this wisdom. They spread money across multiple financial institutions, working with several financial advisors.

But this creates some drawbacks. You may be paying more in fees. Managing the paperwork could get complicated. And working with multiple financial advisors may result in conflicting investment strategies. Without a comprehensive view of your portfolio, each financial advisor may recommend investments that don’t work well together.

Diversification does matter. While consolidating accounts makes sense, diversifying your actual investments remains crucial. You’ll want a balanced mix of stocks and bonds appropriate for your age and goals.

If your retirement savings and investment accounts are scattered among various financial institutions, consider consolidating everything with one trusted financial advisor. The streamlined record-keeping, possible reduced fees and comprehensive financial guidance can help improve your wealth-building potential while keeping management simpler.

This content was provided by Edward Jones for use by Ursula Strong, your Edward Jones financial advisor at 336-542-3280.

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12/17/2025

AI in personal finance: The promise and the limits

Imagine this: Your budgeting app flags unusual spending and suggests a transfer. Later, a robo-advisor rebalances your portfolio. Welcome to the age of artificial intelligence — or AI — in personal finance.

AI tools can track spending, forecast bills and offer advice via text. They can monitor credit scores, suggest budget tweaks and even negotiate lower bills.

Meanwhile, robo-advisors build and manage portfolios, and educational apps simplify complex financial concepts.

But AI has limits. It can’t weigh emotional trade-offs like saving for college versus retiring early, and it can’t help partners merge their financial visions.

That’s where human advisors shine. They help you stay focused, balance priorities and offer support through life’s changes.

As AI evolves, the key is treating it as a tool, not a guide.

The best approach? Use AI for insights and lean on human wisdom for guidance. Stay curious about what tech can do — and clear about your financial priorities, which only you can define.

This content was provided by Edward Jones for use by Ursula Strong, your Edward Jones financial advisor at 336-542-3280.

Edward Jones, Member SIPC
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

11/12/2025

Our locker room speech? Teamwork wins championships — and builds lives well-loved. Edward Jones is proud to be the Official Wealth Management Partner of the Big 12. Our financial advisors are here to help you and your home team plan for college, retirement, and everything in-between.

Because being rich is all about being there for life's best moments. Let’s find your rich.

The Big 12 Conference, Inc. is not a current client of Edward Jones. The Big 12 Conference, Inc. was compensated for this endorsement. For more information, visit edwardjones.com/Big12

08/14/2025

Today is National Financial Awareness Day! It is observed on August 14th each year in order to promote the importance of financial literacy. It is a reminder to pause and reflect. If you're on track to accomplishing your goals then that's awesome! If not, today is the day to get started or regain your momentum.