Edward Jones-Financial Advisor: Kelly McGinnis

08/31/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

08/31/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4qiDmDL

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/13/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

07/23/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

07/08/2026

If you'll soon retire, or recently have, market volatility may feel especially unsettling. And that’s understandable because at this point in your life, market downturns can have an outsized impact on your financial security.

That’s why now is a good time to stress-test your retirement income.

First, start by confirming how much you rely on your portfolio for income and how a market drop may affect your short-term needs.

Then consider whether you have enough in an emergency fund to help you through. Three to six months’ worth of essential expenses is a standard rule of thumb.

And think about where you could adjust your spending, and if you need to reduce your exposure to riskier assets such as stocks.

If you’d like help stress-testing your retirement income plan, I can help you evaluate your options and stay focused on your long-term goals, even when the markets are anything but steady.

Content provided by Edward Jones

07/08/2026

As a financial advisor, I know that protecting wealth is just as important as growing it.

And with scams and fraud on the rise, protecting your financial life is more important than ever.

That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.

If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.

Learn more here: edwardjones.com/Carefull?utm_term=912657&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=912657_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMTU4MzczNQ%3D%3D

06/24/2026

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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