Edward Jones - Financial Advisor: Steve Senteio

12/27/2022

Caring for a loved one, whether a child or an aging parent, can be difficult. These considerations can help, and so can I.

What you should consider

12/23/2022

Wishing you and your loved ones a merry Christmas.

12/22/2022

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

12/21/2022

Winter is here! Happy winter solstice to all.

12/20/2022

Wishing you a joyful holiday season and a happy new year.

12/19/2022

The holidays are a great opportunity to have important conversations with your parents about finances — as long as you give them notice, of course. If you’re getting ready to approach a difficult conversation, make sure to avoid these pitfalls.

Here are some things to avoid

12/16/2022

December 18 marks the first day of Hanukkah. Happy celebrations to you and your loved ones!

12/13/2022

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

Did you know a spouse may be entitled to receive up to 50% of the higher earner's benefit? For many, the rules regarding Social Security benefits are unclear. Check out this easy-to-understand piece that breaks down 4 common scenarios that could result in more generous Social Security benefits.

70% of our funds outperformed their respective Morningstar category averages over the trailing 10-year period ended 11/30/22.

12/09/2022

2022 is almost ready to come to a close! Let's discuss these strategies and others to help you achieve your long-term goals.

This year-end checklist highlights actions you can take to help keep your financial strategy on track.

12/08/2022

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

12/07/2022

Using your debit card for your holiday shopping this season? Make sure to keep a close eye on your balance to avoid getting hit with overdraft fees. Learn more here.

Learn about why overdraft fees occur and how they can be avoided. From Edward Jones and EVERFI