Edward Jones-Financial Advisor: Aaron Middleton

06/24/2022

Our integrated technology platform enables our financial advisors and clients to stay in communication and on track with their goals, giving clients more control — and more confidence over their financial future.

These relationships set us apart and enable us to offer tailored solutions that help our clients reach their financial goals. It is in our DNA and our commitment to human-centered relationships won’t change.

06/22/2022

From tackling finances to managing family schedules, moms deserve all the help they can get. As you take on more financial responsibilities, our Edward Jones team is here to lend a hand.

How you can stay on track

06/18/2022

Our Edward Jones Match technology helps connect you with your ideal clients — so investors can experience a personalized client experience from day one.

These relationships set us apart and enable us to offer tailored solutions that help our clients reach their financial goals. It is in our DNA and our commitment to human-centered relationships won’t change.

06/17/2022

Investors want technology to help them understand their financial picture — and a financial advisor to help them make sense of it all. Harness our digital tools to build client confidence and strengthen relationships.

These relationships set us apart and enable us to offer tailored solutions that help our clients reach their financial goals. It is in our DNA and our commitment to human-centered relationships won’t change.

06/15/2022

When we help clients make a lasting impact through legacy planning, we’re helping them connect to their purpose and fulfilling ours: to partner for positive impact to improve the lives of our clients and communities.

For many, the holidays are a time spent with family, when everyone gathers around the table for great food and warm company. For financial advisors, this year’s holiday season should mean something else as well: talking to clients about the legacy they hope to leave.

06/13/2022

New rules may reduce the amount of required minimum distributions (RMDs) from your traditional IRA and 401(k). Here are some strategies to consider.

This year, the IRS updated its life expectancy tables to reflect longer lifespans – which may result in lower annual RMDs for those that are age 72 or older.

06/11/2022

Has your salary gone up? If so, consider increasing your 401(k) contributions. And then look for other opportunities to accelerate your retirement savings.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

06/09/2022

I can help you plan your short-term goals (like a dream vacation, a wedding, home improvement) with your longer-term goal of retirement.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

06/07/2022

Will Social Security still be around when you retire? It’s highly likely, but it will only cover part of your retirement income needs – so you’ll have to build other sources.

Even if you’re early in your career, you may want to know the Social Security outlook and how your benefits may fit within your overall retirement income.

05/30/2022

Today we honor those who have sacrificed their lives for our country.

05/27/2022

Mortgage rates are continuing to climb, and waiting even a few weeks to buy could cost you extra money, according to a report from Fortune on Zillow’s latest analysis of the housing market. If you’re looking to buy a home and want to talk through your financial strategy, send me a message.

Astronomical home prices and rising mortgage rates have been costing homebuyers. Zillow found that buyers who waited one year could be paying over $130,000 more for the same home.

05/25/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.