Edward Jones - Financial Advisor: Shannon Klinger

12/12/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

12/10/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

12/08/2025

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.

12/05/2025

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4rHbmKf

12/03/2025

With the year almost over, investors may have some trouble reconciling the seeming contradiction between the gloomy news cycle and a solid market.

Senior Economist of Investment Strategy James McCann discusses three explanations and how the economic narrative for 2026 could turn out brighter.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/01/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

11/28/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

11/26/2025

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/3XkRi2C

11/24/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

11/21/2025

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to help you live comfortably after you stop working.

Learn more: https://bit.ly/4o3NBch

11/19/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

11/17/2025

The Federal Reserve has cut interest rates for the second time this year. What drove this decision, and what might investors expect through year-end?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en