Edward Jones-Financial Advisor: Heath Brown

11/27/2025

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We're thankful for clients like you and look forward to deepening our relationships.

02/02/2024

Here are seven top benefits to working closely with a financial advisor.

Regardless of your age or net worth, it's always the right time to think about your finances. The right financial advisor can helpwww.edwardjones.com/us-en

01/31/2024

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

01/29/2024

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Know where your money goes

01/26/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

01/24/2024

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

01/22/2024

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.

01/19/2024

Learn more on how we work with you to create a portfolio to that can help you achieve your goals.

Investments play an important role in helping you achieve your financial goals. Follow these five steps to get there.

01/17/2024

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2023 retirement contributions is April 15, 2024.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

01/15/2024

There are commonalities shared by those who‘ve found themselves living a deeply satisfying retirement. Leaning into these commonalities can help you craft a plan to live well in your own retirement.

Let's write yours together

01/12/2024

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

Saving money for college