Edward Jones-Financial Advisor: Joshua Nero

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

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

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

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.

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

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

01/15/2025

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

01/06/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

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.

01/02/2025

The amount you should have for retirement depends on how much income you earn and save today, how your investments perform, and how much you plan to spend in retirement and for how long.

If your retirement savings aren’t within range, here are some strategies to help.www.edwardjones.com/us-en

12/30/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

12/23/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

12/19/2024

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en