Edward Jones- Financial Advisor: Edison Christofferson

01/02/2026

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

12/22/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

12/15/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

07/08/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

06/23/2025

Despite growing uncertainty, solid fundamentals could keep the stock market rally alive. Our Principal, Head of Investment Strategy Mona Mahajan joined The Street to discuss the drivers of stock markets heading into the second half of the year.

Watch the interview: https://bit.ly/44spZHI

06/18/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

05/30/2025

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

05/20/2025

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

A financial plan can help you build wealth but misinformation has kept many from creating a plan. Consider these 8 financial planning myths.www.edwardjones.com/us-en

04/09/2025

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement plan (IRA). Maximize the opportunity for your investments to grow tax deferred.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

04/07/2025

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

These strategies can be particularly beneficial for higher-net-worth individuals or those with potentially taxable estates, as they can help mitigate future estate or income taxes.

03/03/2025

This March, we celebrate the extraordinary women who bravely forged the path for gender equality. We celebrate their efforts and recognize the incredible mark they've left on our history, culture and society.