Edward Jones- Financial Advisor: Cody Page

03/16/2023

Here are three things to know about recent bank failures and the implications for the market outlook.

3 things to know

01/24/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including:

• Increase in the required minimum distribution (RMD) beginning age to 73 in 2023 and 75 in 2033
• Employer matches for qualified student loan payments
• Ability to roll over 529 assets to a Roth IRA for the 529 beneficiary
• New or expanded penalty exceptions for early withdrawals

What individuals need to know

01/19/2023

For investors, the ride is likely to start out bumpy in 2023. But we think the year will ultimately steer in a positive direction as a new expansion and a bull market take shape.

Edward Jones experts share their financial markets and economic forecasts on what's to come in 2023.

12/20/2022

Find out more about my CFP® designation.

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09/14/2022

Hard to believe, but, two years ago today I moved into my office in Monroe, WI. (I think last year's beard is my best look)

08/17/2022

Ready to open your first credit card? Be sure you know how they work, the associated costs, and how to manage them responsibly

Managed debt strengthens credit scores and opens doors

08/15/2022

Discover actions that can help you better prepare for retirement—register today for our Key lessons from today’s retirees webinar.

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

08/09/2022

There’s so much information out there about investing, and a lot of it isn’t true. These 3 common investment myths could be holding you back.

Sort fact from fiction

08/05/2022

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Understanding your performance in the context of your long-term goals can help you stay on track.

08/03/2022

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

08/01/2022

Want to live a FIRE lifestyle? We can help you learn to manage your finances now to work toward creating financial independence and an early retirement.

Learn how to live a FIRE Lifestyle with financial independence and retire early. From Edward Jones and EVERFI

07/27/2022

When everything is on track, it can seem like you don't need emergency savings. But you don’t want to be caught unprepared! Click the link to learn more on how much to save and how to make a plan today:

Learn why and how to save for emergency expenses. From Edward Jones and EVERFI