Edward Jones - Financial Advisor: Matthew Briton

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If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access th...
04/20/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

When you pull together the documents necessary for tax season, what will you find? A lot of unnecessary paper and emails...
04/18/2023

When you pull together the documents necessary for tax season, what will you find? A lot of unnecessary paper and emails, probably. Now's a perfect time to tidy up your financial life—and potentially discover accounts you may have lost in the clutter. Start here.

Spark joy and part with all those old statements, tax returns, and utility bills.

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what y...
04/13/2023

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what you should know about Medicare.

Make sure to prepare for costs

Should you own an IRA if you already contribute to an employer 401(k)? Having both could potentially expand your investm...
04/11/2023

Should you own an IRA if you already contribute to an employer 401(k)? Having both could potentially expand your investment options and contribution limits.

Benefits to having both

Want to learn more about traditional IRAs? Check this out!
04/06/2023

Want to learn more about traditional IRAs? Check this out!

Saving for retirement

Could this be the right option for you? Here's how it works and potential issues to consider.
04/04/2023

Could this be the right option for you? Here's how it works and potential issues to consider.

Backdoor Roth IRA an option for high earners

Here are the benefits of investing in a donor-advised fund, but let's meet to discuss if they make sense for your financ...
03/30/2023

Here are the benefits of investing in a donor-advised fund, but let's meet to discuss if they make sense for your financial goals.

Learn how our donor-advised fund can help you support the causes you care about.

Saving for college and retirement is not an either/or proposition. Take a look, and let me know if you have questions.
03/28/2023

Saving for college and retirement is not an either/or proposition. Take a look, and let me know if you have questions.

Prepare for the unexpected

According to our recent survey, only 38% of respondents consider their emergency savings fund to be fully funded. What's...
03/23/2023

According to our recent survey, only 38% of respondents consider their emergency savings fund to be fully funded. What's worse? Nearly two in five (37%) respondents expect theirs to last no more than a month. You've seen the headlines – these are turbulent times we're facing. Let's discuss how I can help you be more prepared to face them.

Research shows nearly 2 in 5 Americans’ emergency funds will not last longer than a month

These are some financial challenges the millennial generation is facing. If you're a millennial, or your child or grandc...
03/21/2023

These are some financial challenges the millennial generation is facing. If you're a millennial, or your child or grandchild is, share this article with them and let me know if I can offer any help.

More and more millennials are missing credit card and car payments as they take on a boatload of debt to afford a home, a car, and kids.

03/16/2023

Here are some key financial and non-financial considerations.

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Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend t...
03/14/2023

Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend to be lots of natural opportunities in life to discuss certain topics with your family. Take a look here for some age-appropriate ideas to work on building financial skills.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

Address

Houston, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12813639447

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