Edward Jones - Financial Advisor: Rachel Weiland

Edward Jones - Financial Advisor: Rachel Weiland /*********/
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Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
03/26/2026

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just ma...
03/23/2026

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, ...
03/18/2026

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer availabl...
03/12/2026

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

03/10/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
03/04/2026

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

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.
02/24/2026

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

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best str...
02/19/2026

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
02/16/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

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With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/11/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
02/03/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

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