Edward Jones - Financial Advisor: Ken Aquino

Edward Jones - Financial Advisor: Ken Aquino /*********/
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Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
06/26/2025

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
06/24/2025

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your saving strategy to achieve both goals.

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
06/19/2025

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
06/17/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
06/12/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to r...
06/10/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement...
06/05/2025

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.www.edwardjones.com/us-en

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a close...
06/03/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options.

Maximize your retirement savings by getting fully up to speed on individual retirement accounts (IRAs).

Tracking your goals should be easy. That’s why we’ve created an easy-to-use app: so you can get connected to what you ne...
05/29/2025

Tracking your goals should be easy. That’s why we’ve created an easy-to-use app: so you can get connected to what you need, when you need it.

Download our app to stay connected.

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, ...
05/27/2025

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

Exorcising your ghost employees
05/22/2025

Exorcising your ghost employees

Prevent ghost employees who don't show up after hiring by reviewing hiring processes to discover where they're slipping through the cracks.

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 lit...
05/20/2025

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 little‐known strategies can help bolster your nest egg?

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

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