Edward Jones - Financial Advisor: Tim Rock

07/21/2022

Retiring early? Make sure you always have health insurance.

Tips for how to plan for health care costs before age 65.

06/22/2022

If you retire before you're eligible for Medicare, covering health care costs might be one of your biggest hurdles.

Options for paying for health care before age 65

06/09/2022

There’s no one-size-fits-all approach to a 529 education savings plan. We can work with whatever is unique to your life to create a strategy that’s perfect for you. Want to explore your options? Message me to get started.

It’s never too early

06/06/2022

Did you know that grandparents can help contribute to 529 plans? Make sure you look over this checklist before giving your grandchild the gift of education.

Invest in their future

06/06/2022

Are there education expenses in your future? A 529 savings plan might be just what you need. Take a look at the benefits of starting your own and how we can work together to plan ahead for your child’s future.

How to get started

06/03/2022

Are you among them? Let's talk.

06/02/2022

A 529 plan is a flexible, tax-advantaged account that helps you set aside money for your child’s future education costs.

See how to save for education

04/30/2021

Every one of us has unique financial goals, and we understand that each person’s path to achieving those goals is different. We get to know you on a personal level so we can create a plan that’s right for you. Let’s get started.

[EDJ2021]

11/26/2020

Enjoy celebrating this special time of year!

Happy Thanksgiving from Edward Jones

10/26/2020

You can either save for risks or insure against them. Take a closer look.

Let's work together to figure out the next step.

09/10/2020

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, should be your guide.

Does this election matter? Yes. But history shows us the fundamental factors – such as economic growth, rising corporate profits and interest rate conditions – are the more powerful and lasting determinant of market performance.

09/03/2020

Here are some budgeting best practices to guide you as you figure out your "new normal."

Need more help? Let's talk.