Edward Jones - Financial Advisor: Meghan T. Casey

11/20/2025

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4oSul2Q

11/17/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

11/13/2025

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/47ZKXP3

11/12/2025

Whether it's funding your emergency savings or saving for retirement, tracking your goals is easy with Online Access. Sign up today to start making your financial goals a reality.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

11/12/2025

Cross managing your finances off your holiday to-do list. With Online Access and our app, you can track your goals, connect with your Edward Jones team, sign documents and much, much more — on the go or from the comfort of home.

Download our app to stay connected.

11/10/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

11/03/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

10/31/2025

Don’t be in the dark when it comes to your finances. With Online Access, you can access and track your accounts with ease — so you can get a more complete picture of your financial well-being.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

10/30/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

10/23/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4qpKwWo

10/20/2025

If you’ve been impacted by the recent federal layoffs, please know you’re not alone. As a financial advisor, I’m here to help you navigate this uncertain time. Whether it’s reviewing your financial strategy, exploring options for your retirement accounts or simply talking through next steps, we can find a path forward together.

In the meantime, here are some key steps to take following a job loss.

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09/22/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both