Edward Jones- Financial Advisor: Kaitlyn Plumb

Edward Jones- Financial Advisor: Kaitlyn Plumb Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
03/19/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

January generated plenty of headlines, but markets held steady as leadership expanded beyond U.S. tech, strengthening th...
02/12/2026

January generated plenty of headlines, but markets held steady as leadership expanded beyond U.S. tech, strengthening the case for diversification. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

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

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/19/2025

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

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio...
11/04/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Busin...
10/10/2025

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Business article.

Financial markets are expected to remain relatively unfazed by the government shutdown, with the S&P 500 historically posting positive returns during past shutdowns.

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investo...
06/11/2025

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.
06/02/2025

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

A financial plan can help you build wealth but misinformation has kept many from creating a plan. Consider these 8 financial planning myths.www.edwardjones.com/us-en

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 lit...
05/09/2025

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.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
01/07/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelm...
12/18/2024

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I ...
12/09/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal r...
11/07/2024

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

Address

9855B Eagle Drive Suite 100
Mont Belvieu, TX
77523

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+12814203100

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