Edward Jones- Financial Advisor: Donna Adams

02/28/2025

Whether retirement is down the road or just around the corner, having a solid savings strategy helps you best prepare to achieve your goals.

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

02/27/2025

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that can help.

Inflation during retirement may be inevitable, but you can control your response to it. These three areas can help you fight back against higher costs.www.edwardjones.com/us-en

02/26/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

02/25/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/24/2025

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one is right for you? This article outlines the key differences between traditional IRAs and Roth IRAs, and how they could help you achieve your retirement goals.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

02/07/2025

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for what lies ahead. Then let's schedule time to discuss potential strategies for the added expenses that come with expanding your family.

Use this checklist to prepare

02/06/2025

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

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

02/05/2025

Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Financial Fitness begins with your first paycheck

02/04/2025

To save for retirement with confidence, it's important to think about when you want to retire and how you want to spend your time. Let's discuss your vision — and how we can help establish a strategy to achieve it.

Learn more: https://bit.ly/3Q4R9wv

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

02/03/2025

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

01/31/2025

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

01/30/2025

Check out our financial calculators to estimate whether you're saving enough to meet your financial goals in the future. If it looks like you might fall short, I'm happy to discuss how I can help you make a strategy to get back on track.

Set goals for your future using our financial calculators.www.edwardjones.com/us-en