Edward Jones - Financial Advisor: Wes Wilson

Edward Jones - Financial Advisor: Wes Wilson Edward Jones - Financial Advisor: Wes Wilson

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The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The...
10/10/2025

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

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to...
10/07/2025

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering ...
10/02/2025

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between ...
09/30/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't he...
09/26/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making i...
07/30/2025

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making it more difficult to achieve your long-term financial goals. Here are some ways to help you determine your investment risk tolerance.

Your biggest risk isn’t the stock market. It’s the possibility of not reaching your long-term financial goals.

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are thre...
07/25/2025

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

07/22/2025

Be sure you understand the long-term effects of your decision before you begin taking Social Security. We can help you estimate the impact different claiming ages may have on your goals.

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Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But ...
07/16/2025

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.www.edwardjones.com/us-en

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
07/11/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too...
07/08/2025

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.

07/01/2025

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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