Edward Jones - Financial Advisor: Erin Layton

08/23/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/19/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

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

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.

08/15/2026

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/4xNQbZv

08/09/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4cxyQeT

08/05/2026

2026 has been a very eventful year so far, and it’s only half over. Senior Global Investment Strategist Angelo Kourkafas discusses the financial outlook and five key views for the rest of 2026.

Watch the full episode: https://bit.ly/4fVAN5U

07/09/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

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

07/01/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en