Edward Jones - Financial Advisor: Lauren Berry

11/14/2024

I’ve been fortunate to celebrate several milestones in the first few years of my career at Edward Jones, but there’s something extra special about commemorating the five year mark.

It’s not lost on me how fortunate I am to love what I do. Disclaimer- it’s a lot more than stocks and bonds.

I have the privilege of learning the most intimate parts of people that are reserved for those closest to them: their fears, desires, emotions and cherished memories. I help build their confidence to pursue their dreams and provide clarity on the steps needed to achieve them.

Here’s to all I’ve learned in the last five years, the relationships I’ve made and to everything that lies ahead! ✨

10/31/2024

Happy Halloween! We’re just dying to bring your financial ‘ghouls’ to life. 👻🎃

10/25/2024

On Wednesday, I had the honor of attending Kansas City Business Journal's Best Places to Work Awards Event with colleagues from across the metro, where Edward Jones was recognized among the top three in the "Large" category.

Our company's purpose is to partner for positive impact, improve the lives of our clients and colleagues, and together, better our communities and society. This recognition is a testament to our strong culture, teamwork, and the support we give each other every day!

07/31/2024

Our office had the opportunity to kick off the “back to school” festivities with our clients and their families this last weekend with our first ice cream social!🍦🎉

Despite the heat, we served hundreds of scoops of ice cream and collected new backpacks and supplies that will benefit Lee's Summit R-7 School District.

I was so excited to drop some of these off earlier today, knowing how many students we all are able to help.

Huge thank you to everyone who supported our efforts, including our friends at Pro Deo Youth Center and Big Brothers Big Sisters Kansas City who came out to share their mission of helping our local youth.

Here’s to the start of a great year! 🍎📓✏️

07/17/2024

For more than 100 years, Edward Jones has helped people to reach their financial goals. We help our clients live lives they love, by understanding what truly matters to each of them - the experiences, people and moments that make life feel rich.

Feeling confident about your financial strategy starts with a conversation - we'll get to know your wants, needs and wishes, learn what drives you, and understand your priorities.

Reach out today to see how we can work together to further achieve your goals!

06/18/2024

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

Answers to your commonly asked questions about individual retirement accounts (IRAs).www.edwardjones.com/us-en

06/04/2024

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.

04/29/2024

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

04/23/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

04/15/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill