Crystal Coley: Financial Advisor

06/23/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

Let's look at your options to ensure you are getting the most from your money.

06/22/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/16/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finance.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

06/13/2026

My first time trail riding, and somehow I ended up with one named GANGSTER!
Thankfully, he lived up to his name a lot less than I expected.

A little change of scenery and a new experience can be good for the soul!!

What’s something you’ve done that’s been a FIRST for you this year??

06/11/2026

Saving for Retirement: Are You Guessing or Planning?

How much do you need to save for retirement? Rather than picking a number out of thin air, $1 million for example, find a number that will actually support the lifestyle you envision.

Begin by imagining your daily routine: Where are you living? Are you still in your current home? Will you travel more, or help family financially? Once you visualize it, you can estimate what that lifestyle will cost and start building toward it.

Here are five tips to get the building started:

One: Start saving as early as you can. Even small amounts can grow significantly over decades.

Two: Live below your means.

Three: Keep your debt under control and pay down high interest debt that slows your progress.

Four: Invest consistently and increase your saving when your income rises.

And five: Look for chances to boost your income, perhaps through new skills or side work.

The planning you do today determines the retirement you'll live tomorrow.

This content was provided by Edward Jones for use by Crystal Coley, your Edward Jones financial advisor at (936) 597-8766. Member SIPC

06/10/2026

If your retirement is on the horizon, you should be kicking your planning into high gear. This checklist can help you prepare for this new and exciting life chapter.

Read through this checklist

06/08/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/04/2026

The future doesn’t happen by accident. It unfolds one decision at a time.

That’s why being INTENTIONAL matters!

06/03/2026

One of the best parts of what I do is building relationships with other professionals who genuinely care about serving others.

What has been your favorite networking group or event lately?