Edward Jones Financial Advisor Cliff Howard

04/25/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

01/30/2023

If you're not already working with a financial advisor, check out this article which discusses all the benefits you'll gain!

How our team can help

01/24/2023

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

01/12/2023

Unexpected events can be costly to your long-term goals, so it’s a good idea to be prepared.

Unexpected events, both in your life and in the financial markets, can affect your progress toward your goals – so it pays to be prepared.

01/09/2023

The holidays were so much fun, but it’s time to welcome the new year. Send me a message and let’s work together to start 2023 on the right financial foot.

01/06/2023

Your needs evolve throughout life, so you deserve more than an automated email when it comes to making financial decisions.

Let’s build yours together.

12/25/2022

Wishing you and your loved ones a merry Christmas.

12/21/2022

The employee contribution limit for 401(k) plans is increasing a record amount in 2023, but that's not the only change that may impact your savings.

Consider this your cheat sheet for retirement plans, IRAs, and other employee benefits in 2023.

2023 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits

12/12/2022

2023 is coming sooner than you think. Do you feel ready to go into January with a solid budget plan? Explore these tips to help you get on track.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

12/06/2022

Check out these contribution limits - only a few weeks left to take advantage!

Roth IRA and traditional IRA contribution limits can change each year.

12/05/2022

The most noteworthy difference? How each is taxed. Let's take a closer look.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.

11/28/2022

As you get closer to retiring, do you feel financially ready? Take some time to revisit your contribution strategy and ensure you can retire comfortably. If you need some help analyzing your financial situation, send me a message so we can work together.