Edward Jones- Financial Advisor: Edwin Wasinger

03/19/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/12/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

01/06/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

12/01/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

10/07/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

08/21/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

07/02/2025

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

06/02/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

05/20/2025

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

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

05/05/2025

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.