Edward Jones - Financial Advisor: Bo Richardson

05/11/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

05/10/2025

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. Even your short-term investments should keep up with inflation.

You can buy certificates of deposit at your local bank, but Edward Jones offers another option to consider.

05/07/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options.

Maximize your retirement savings by getting fully up to speed on individual retirement accounts (IRAs).

05/05/2025

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 little‐known strategies can help bolster your nest egg?

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

05/02/2025

At Edward Jones, we offer personalized investment strategies to help you plan for and realize the possibilities of your future – for yourself, your family and future generations.

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04/30/2025

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the process into smaller, manageable pieces.

A checklist to help you get started

04/28/2025

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. But having more than one type of retirement account could actually help you achieve your retirement goals faster. Here’s what you should know about two effective retirement accounts—an IRA and 401(k).

Benefits to having both

04/25/2025

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.www.edwardjones.com/us-en

04/24/2025

An estate plan helps put you in the driver’s seat regarding how your assets pass, who will care for your children and who can make decisions on your behalf. Crafting one that’s right for you is important. These steps can help you get started.

Learn how and where to start

04/21/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

04/18/2025

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

04/17/2025

Learn about common types of fraud and what to look for to help keep you and your loved ones protected.

Learn about common types of fraud and what to look for to help keep you and your loved ones protected.www.edwardjones.com/us-en