Edward Jones - Financial Advisor: Jimmy Wheeler

10/01/2021

Still searching for a summer getaway? Here are some financial tips for traveling post-pandemic.

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With the COVID vaccine rollout gaining steam, travel is beginning to seem possible again. While there are still safety precautions to keep in mind, everyone could use a vacation after enduring the past year. Hitting the beach or visiting family for the first time in months will add a silver lining t...

09/30/2021

Have you heard how NCAA athletes can now make money off their name, image and likeness while in college? This recent ruling has many financial implications, including helping to make sure your teens and young adults are financially literate. Take a closer look.

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We're tracking noteworthy athletes, brands and campaigns announcing new ventures as the NCAA's era of name, image and likeness rights kicks off.

09/29/2021

What should you look for when selecting a financial advisor?

- The right experience
- A customized financial strategy
- Data-driven decision-making

Let's connect.

Let's partner

09/28/2021

While obtaining a higher-level education can be expensive, there are strategies you can use to help prepare. Starting early with a 529 college savings plan is often a great place to begin.

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09/27/2021

Curious about the innovations in care and research for Alzheimer’s? To support our clients and communities in the fight against Alzheimer’s we provide research, education and other resources to end this terrible disease.

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09/24/2021

When it comes to your investments, our Research Department uses a disciplined approach to help ensure we’re giving you the best possible choices. Let’s discuss how to achieve your goals.

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09/23/2021

Do you know what items make up your estate? Let’s get together to define which of these will need to be included in your estate planning.

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09/22/2021

What does your personality type say about your financial behavior? Researchers have identified seven money personalities. Here are the pitfalls to avoid and some advice based on your type.

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Want to grow your wealth, have enough money to retire and live a happy life? The first step is to identify and understand your money personality type, says financial psychology expert Ken Honda.

09/21/2021

Increased time at home over the past year taught us that home improvement projects can only keep us busy for so long—and it also changed the way many people think about retirement. Check out these 7 surprising insights to see how your retirement expectations may differ from retirement reality.

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Many Millennials, Gen X’ers, and younger Boomers are surprised by what they learned from living at home for an extended period. Find out how those surprises can shape their retirement perceptions.

09/20/2021

Starting early is an important savings-success strategy. See how Liz managed to grow her 529 plan 40% more than John by starting her child’s plan just 5 years earlier in this hypothetical chart.

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09/17/2021

Life wasn't predictable when you were working full time. That doesn't change in retirement. That's why we believe withdrawal rates (or how much you take from your investments each year) should be modest.

How much you withdraw from your portfolio each year can play a role in how long your money could last.

09/16/2021

Combining ideas can lead to a retirement style you'll both enjoy.

You and your partner have spent years building resources for retirement. Now that it’s here, will you both agree on a mutually beneficial lifestyle?