Edward Jones-Financial Advisor; Christine Brown

07/13/2023

You have to worry about a lot of numbers in retirement. But dollars and cents aside, there’s one surprising number you may take for granted. Here are five questions to consider when assessing the “where” in your retirement planning.

Retirement planning is all about numbers. Yet, there’s one number most of us take for granted or don’t even consider.

07/12/2023

Here's a quick checklist when you're making your savings plans, and please let me know how I can help.

How to get started

07/11/2023

Retirees may experience cannonballs (major derailers) or curveballs (minor setbacks). Preparation, adaptability and resilience are key to thriving in retirement. Watch this webinar live on July 19 at 3 p.m. CT or on demand after.

Wednesday, July 19, 2023 at 3:00 PM Central Daylight Time.

07/10/2023

Check out these contribution limits - only a few weeks left to take advantage!

Roth IRA and traditional IRA contribution limits can change each year.

07/10/2023

After a strong first two quarters of 2023, markets stumbled a bit as we entered the first week of the third quarter. Nonetheless, in our view, the resilience in the labor market and services sectors makes the case for a recession or downturn in the near-term unlikely. The key for markets will likely be the direction of inflation, which we believe can continue to moderate further. Learn more in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

07/09/2023

You’re in your 50s, and your post-retirement life is near. From paying off debt to exploring contribution strategies, see what you can do to prepare.

There’s still time to save for retirement, but it’s coming soon. Here’s how to ensure you’re on track.

07/08/2023

The most noteworthy difference? How each is taxed. Let's take a closer look.

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.

07/07/2023

Conversations about inheritance and your legacy may not be easy, but they are important. Here are some conversation starters to use with your kids.

Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

07/06/2023

Allocating investments to companies that reflect your beliefs and values can be empowering, but as companies realize “going green” attracts investor money, many have been accused of “greenwashing”. Greenwashing is when an organization claims to be environmentally friendly, but in reality, hasn’t made any notable sustainability effort.

Responsible investing, also known as ESG (Environmental, Social, and Governance) Investing, is a socially conscious way to align your financial goals with your non-financial goals.

07/06/2023

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college costs.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

07/05/2023

Start now to help relieve the burden of debt. Every dollar saved today is a dollar less to borrow — and repay with interest in the future. Any 529 plan contributions, no matter the size, can help make an impact.

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07/04/2023

Are you considering getting long-term care insurance? We’ve outlined some common myths about long-term care expenses to help you determine if long-term care insurance is right for you.

Prepare for the unexpected