Edward Jones- Financial Advisor: Levi Smith

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.

09/18/2023

By building financial literacy, family members from tweens to young adults can start on the path toward long-lasting financial strength. Discover actionable tips and resources to teach your kids, or yourself, about finances. Watch this webinar live on Sept. 20 at 3 p.m. CT or on demand after.

Wednesday, September 20, 2023 at 3:00 PM Central Daylight Time.

09/14/2023

Have you considered starting a retirement plan for your business and your employees? Now's the time! With the passage of the SECURE 2.0 Act, there are enhanced incentives for employers establishing a new plan.

What employers/business owners need to know

09/12/2023

Since health care will likely be one of your largest expenses in retirement, it’s important to take full advantage of this triple tax-exempt account.

Here are some tips to take full advantage of your HSA.

09/11/2023

Throughout our 101-year history, our firm has been known for our culture of caring. So, we’re especially proud to be recognized nationally among the 2023 list of “Companies That Care” by PEOPLE magazine and Great Place to Work®️. Only 100 companies make the list in the U.S. This year, we ranked No. 6.

https://bit.ly/3LfgX79

09/08/2023

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future