Edward Jones-Financial Advisor: Kevin Gebhart

05/29/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

05/20/2024

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

05/13/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

07/04/2023

You’ve worked hard to get to retirement — which is why it is important to protect what you’ve earned. Here are the top three risks to your retirement funds as well as some actionable tips for how to avoid them.

Retirement risks

06/27/2023

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

06/20/2023

Interest rates have risen by 5% over the past year. Is the Federal Reserve ready to take a break from rate hikes?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

06/14/2023

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

02/20/2023

It’s never too soon to save for your children’s education. And one effective savings tool to consider is a 529 plan.

Saving money for college

02/06/2023

A growing family is the greatest gift of all. As you prepare for a new family member, here’s a checklist to help ease the transition.

Use this checklist to prepare

01/30/2023

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

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

01/23/2023

Yes, life is short. But days with nothing to do or without a sense of purpose can feel endless…which may explain why retirees are returning to the workforce in droves. Thinking of doing the same? Get in touch for strategies to help navigate the transition.

How older workers are rethinking work and retirement

01/13/2023

Do you have a strategy in place to protect your wealth? If not, send me a message and we can start exploring a strategy designed just for you.