Edward Jones-James Vrabel

06/23/2024

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Here is our approach

06/22/2024

Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or financial setbacks, learning how to make course corrections can help you stay on financial track. Let's chat soon to explore any retirement course corrections you might need to make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

06/21/2024

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

View our list to prepare

05/09/2024

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

05/08/2024

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

https://bit.ly/3QAWKLv

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

05/07/2024

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

05/06/2024

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

05/05/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

05/04/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

03/25/2024

Tend to get stressed thinking about tax season? Check out our tax resource center where we help simplify the process by providing information, guides and answers to common questions. And Online Access can make accessing your Edward Jones tax forms a breeze!

Information to help make your federal income tax filing easier, year-round.

03/24/2024

Our investment philosophy is straightforward but powerful: Take a long-term approach to investment, keep an eye on the quality of your investments and diversify to help reduce risk. Let's discuss how this philosophy, developed for over a century, can help you work toward meaningful financial goals.

Start building your strategy.

03/23/2024

Planning to pay for your own education – or to fund someone else's? We can explore your options together and tailor an education savings strategy to help you meet your goals.

Start with these resources