Edward Jones- Financial Advisor: Levi Smith

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/4hClC3Z

05/15/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/44G491W

05/13/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3QG05Jr

09/29/2023

Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave.

Learn more: edwardjones.com/newretirement

09/28/2023

The lifetime cost of retirement averages almost a million dollars, many times more than the average cost of a house, raising a child, or a college education. At the same time, many more people expect to be spending potentially much more time in retirement.

The years may be there to enjoy, but they must also be paid for. Our latest study in partnership with Age Wave explores both sides of today’s retirement experience with the aim of helping retirees and pre-retirees make resilient choices to thrive.

https://bit.ly/3LHGaXU

09/25/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

https://bit.ly/450IBff

09/22/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

09/20/2023

Do you have a strategy for how to use your RMD funds in retirement? Here’s how to make required minimum distributions work for you.

Here’s how to make required minimum distributions work for you.