Edward Jones- Financial Advisor: Michael S Caccavo

08/07/2026

For those impacted, we understand this is an important decision and have the resources to help you consider potential impacts to your financial goals, options for your retirement plan and next steps if you have selected the buyout.

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08/05/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

07/31/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

07/29/2026

As a financial advisor, I focus on helping clients navigate some of life’s most important financial decisions. I also hold the Chartered Financial Consultant®️ certification, reflecting additional education in financial planning topics.

From retirement planning to tax strategies and insurance considerations, it’s about bringing a well-rounded perspective to help you feel confident in where you’re headed. Let’s talk about how this could apply to your situation.

Edward Jones and its financial advisors do not provide tax advice.

Chartered Financial Consultant®️ and ChFC®️are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

07/27/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

07/23/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/21/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en

07/17/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

07/15/2026

Check progress toward your goals with Online Access and always know where you stand.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

07/13/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en