Edward Jones-Financial Advisor: Zach Pulling

Edward Jones-Financial Advisor: Zach Pulling /*********/
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Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road...
05/19/2025

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road" can help you get where you want to be.

Tips for reaching your goals

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the...
05/15/2025

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the process into smaller, manageable pieces.

A checklist to help you get started

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
05/12/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. B...
05/08/2025

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. But having more than one type of retirement account could actually help you achieve your retirement goals faster. Here’s what you should know about two effective retirement accounts—an IRA and 401(k).

Benefits to having both

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk t...
05/05/2025

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
05/01/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

An estate plan helps put you in the driver’s seat regarding how your assets pass, who will care for your children and wh...
04/24/2025

An estate plan helps put you in the driver’s seat regarding how your assets pass, who will care for your children and who can make decisions on your behalf. Crafting one that’s right for you is important. These steps can help you get started.

Learn how and where to start

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
04/21/2025

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re co...
04/17/2025

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

Stay up to date with the latest developments, trends and daily insights on the market.
04/16/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be ...
04/15/2025

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 those with potentially taxable estates, as they can help mitigate future estate or income taxes.

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to r...
04/14/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

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77340

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