Edward Jones - Financial Advisor: Jay S. Jones

10/06/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

02/03/2022

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.

10/29/2021

Retiring at 65 may not be the right or desired age for you. Here are 5 questions to help you decide if you’re emotionally ready to retire.

Read more here

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

10/21/2021

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

10/20/2021

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

10/19/2021

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.

10/18/2021

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

09/14/2021

Your loved ones mean more to you than anything. That’s why it’s so important to build an estate plan that protects them and defines your legacy. Not sure where to begin? Here’s a checklist to help you get started.

A checklist to help you get started

09/10/2021

Estate planning isn’t just for your parents and grandparents. It’s for anyone who has assets and wants to leave them to a specific person or place. Here’s a checklist to help get you started. When you’re ready, let me help. I will work with your attorney and CPA to support your goals.

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Estate planning helps designate who gets your assets and handles your affairs after your die or are incapacitated. Here are 7 steps for estate planning.

09/09/2021

When thinking about the legacy you leave behind, establishing an estate plan can help make the transition easier — and depending on the type of planning, it can help you avoid probate. What is probate? Here’s an overview of what it could mean for your legacy.

Here’s how