Edward Jones - Financial Advisor: Drew Backenstoss

Edward Jones - Financial Advisor: Drew Backenstoss Financial Strategies | Retirement | Insurance | Estate Considerations

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New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
04/08/2025

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “...
04/04/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

Learning new things is truly a lifelong endeavor. Check out these 5 education savings account options to determine wheth...
04/02/2025

Learning new things is truly a lifelong endeavor. Check out these 5 education savings account options to determine whether one might help you (or your child’s) educational aspirations come true.

From 529s to bonds, etc.

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better pr...
03/31/2025

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting.

Planning for your financial future? Our Starting Point tool can help you take the first steps.

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate...
03/29/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Retirement risks

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and financ...
03/27/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one...
03/25/2025

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one is right for you? This article outlines the key differences between traditional IRAs and Roth IRAs, and how they could help you achieve your retirement goals.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that c...
03/21/2025

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that can help.

Inflation during retirement may be inevitable, but you can control your response to it. These three areas can help you fight back against higher costs.www.edwardjones.com/us-en

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and c...
03/19/2025

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.
03/17/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial nee...
03/15/2025

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Here's our business owners hub

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal r...
03/13/2025

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

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