Edward Jones - Financial Advisor: Chris Weiss

05/30/2026

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

05/29/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

05/27/2026

It’s Life Insurance Awareness Month, but how do you know if you have enough coverage to provide for your family? Get an estimate with our life insurance calculator: https://bit.ly/4uCNwAy

05/23/2026

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/4tY4AQl

05/22/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

05/20/2026

When looking at life insurance, you need to consider what to get, how much coverage and the different types available. It can all be a bit confusing, but we're here to help you understand.

Learn more: https://bit.ly/434Nndb

05/16/2026

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

05/15/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

05/13/2026

If you were in an accident or got sick and couldn’t work, how would you cover your expenses? Fortunately, there are ways to protect against a short- and long-term disability.

If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.