Edward Jones-Financial Advisor: Joshua Nero

Edward Jones-Financial Advisor: Joshua Nero /*********/
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
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/4wrBnyj

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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.

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal r...
02/24/2025

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

Are you feeling anxious about retirement? While your finances might be set, overlooking this nonfinancial issue could je...
02/19/2025

Are you feeling anxious about retirement? While your finances might be set, overlooking this nonfinancial issue could jeopardize all your efforts. See why mattering, matters.

Limitless freedom often doesn’t bring satisfaction in retirement

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in plann...
02/11/2025

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in planning for your expenses.

Use this checklist to prepare

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some p...
02/06/2025

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some potential alternatives as well as considerations, including the possibility of utilizing an IRA rollover strategy if you leave an employer before a loan is fully repaid.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

Financial preparation is only one half of getting ready for retirement. Have you thought about whether you're emotionall...
01/28/2025

Financial preparation is only one half of getting ready for retirement. Have you thought about whether you're emotionally ready? We recommend thinking ahead to help ensure you make the most out of your next big chapter.

Read more here

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken...
01/24/2025

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

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03452

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