Edward Jones-Financial Advisor: Eric Minor

02/19/2024

Happy Presidents’ Day! How are you celebrating?

02/06/2024

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a positive year for both stock and bond returns.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

02/01/2024

Want to increase your tax-free retirement savings? The mega backdoor Roth strategy could help you raise the ceiling on your retirement plan contributions.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

01/29/2024

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

01/26/2024

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2023 retirement contributions is April 15, 2024.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

01/23/2024

Having a solid plan for health care expenses after you retire can be even more important if you want to retire early. Consider these potential health care options and let's discuss a strategy for how you can live life on your terms without worrying about healthcare costs after an early retirement.

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

01/18/2024

There are commonalities shared by those who‘ve found themselves living a deeply satisfying retirement. Leaning into these commonalities can help you craft a plan to live well in your own retirement.

Let's write yours together

01/15/2024

Want to live out retirement on your terms? Start preparing today. Let's partner together to develop a solid retirement savings strategy to help you live comfortable after you stop working.

Read through this checklist

01/12/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

01/09/2024

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.

01/06/2024

In our latest Market Compass, Principal and Senior Investment Strategist Mona Mahajan shares our outlook for the economy, the Federal Reserve and inflation, as well as portfolio positioning as we enter the new year.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

01/03/2024

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor? At Edward Jones, we believe that regular reviews are critical to helping you keep your plan on track. Contact me to learn how we can help.