Edward Jones-Financial Advisor: Lucy Walther

12/22/2023

For retirement plan sponsors, change is here thanks to the SECURE 2.0 Act, and more is on the way in the years ahead.

Discover key changes in the SECURE Act 2.0 for employers and small businesses.

12/20/2023

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

12/18/2023

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

Saving money for college

11/24/2023

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Why it’s important

11/24/2023

Are your passwords making you vulnerable? In recognition of Cybersecurity Awareness Month, we’ve outlined some tips to help you protect yourself — and your accounts — from hackers.

Here are five tips to help you step up your password security.

11/02/2023

Is one of your retirement goals to leave your old home behind for a new location? Here are some tips to help you prepare for your potential move.

Here are four tips to help you prepare for relocating as a retiree.

10/31/2023

Happy Halloween! Hope your Halloween is filled with spooky thrills and delicious treats.

10/30/2023

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

10/27/2023

More and more retirees are coming out of retirement due to several factors. We’ve outlined some tips for how to re-engage while still enjoying the freedom of retirement.

More and more retirees are coming out of retirement due to an increased cost of living. Here are some tips for how to generate extra income in retirement.

10/25/2023

We outline the differences so you can help determine which IRA will work best to fund your retirement.

Gain insights into the benefits of and differences between a Roth IRA vs Traditional IRA to optimize your retirement savings and minimize tax liabilities.

10/23/2023

Could this be the right option for you? Here's how it works and potential issues to consider.

Backdoor Roth IRA an option for high earners

10/20/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.