Edward Jones - Financial Advisor: Kelly Walker

01/31/2024

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the next level. Join us March 6-8, 2024 for our Premier Due Diligence event.

https://bit.ly/4bxbvIr

01/15/2024

Today, we celebrate the legacy of Dr. Martin Luther King, Jr., who inspires us each day to make his dream that much closer to reality.

01/09/2024

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

01/02/2024

Happy Financial Wellness Month! Ready to make 2024 your year? Explore our interactive lessons and take control of your financial future.

Realizing your dreams starts with smart investing

11/27/2023

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

10/30/2023

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

10/11/2023

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

09/20/2023

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?

09/14/2023

From 401(k)s to traditional IRAs, we offer a variety of retirement accounts. And we know it can get confusing at times. We’re here to help you understand the differences between these accounts so you can comfortably save for your future.

Choose from a variety of plans

08/29/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

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

05/19/2023

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Tips for getting started

05/04/2023

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.