Edward Jones- Financial Advisor: Kendra Steele

09/01/2026

Today’s first financial office hours reinforced something I strongly believe:

The biggest financial mistakes often don’t happen because people lack intelligence. They happen because life’s major decisions rarely come with a roadmap.

Retirement. Inheritance. Selling a business. Claiming Social Security. Changing jobs or careers. Managing a pension. Caring for family. These aren’t decisions we make every day.

Success isn’t a straight shot. It’s about staying focused on your destination while having trusted guides who can help you see around corners and prepare for what’s ahead.

Jackson, Everhart, Steele Financial Management Team help people navigate complex financial decisions that happen only once or twice in a lifetime but affect everything that follows.

Thank you to everyone that stopped by to chat today. I am already looking forward to the next financial office hours.

09/01/2026

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.

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/464NOW6

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/30/2026

Another milestone reached! I just completed another course toward earning my CLU®️designation. Grateful for the opportunity to continue growing my knowledge and expertise to better serve my clients.

07/07/2026

07/02/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

06/04/2026

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them