Edward Jones-Financial Advisor: Ed Fernandez

09/27/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

09/22/2023

By gaining a thorough understanding of investing, you can help yourself achieve your important goals.

Is yours on the list?

09/20/2023

Since health care will likely be one of your largest expenses in retirement, it’s important to take full advantage of this triple tax-exempt account.

Here are some tips to take full advantage of your HSA.

09/19/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.

09/13/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

09/12/2023

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future

09/11/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

09/08/2023

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

09/07/2023

Do you have a strategy for how to use your RMD funds in retirement? Here’s how to make required minimum distributions work for you.

Here’s how to make required minimum distributions work for you.

09/05/2023

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

09/04/2023

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.