Edward Jones-Financial Advisor: Kristina Matwijec

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Edward Jones-Financial Advisor: Kristina Matwijec /*********/
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Manage your finances and plan for the future with the tip of your finger. With our app, you can see all of your accounts...
10/30/2026

Manage your finances and plan for the future with the tip of your finger. With our app, you can see all of your accounts in one simple place, and if you have a question, we’re right there with you.

Download our app to stay connected.

Unless you’re playing golf, having a higher score is typically better. And that can also be said about your credit score...
10/29/2026

Unless you’re playing golf, having a higher score is typically better. And that can also be said about your credit score. For Credit Card Reduction Day, learn more about how your credit score can affect many opportunities in your life. Then let’s chat about how I can help you get your score to a place you can feel proud of.

Learn more here: https://bit.ly/4e8DtNs

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our sit...
10/28/2026

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

Did you know that starting your retirement planning early can make a significant difference to your financial future? Wh...
10/27/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zdB5NW


A summary of last week's market highlights and economic news.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
10/26/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4zZHAE9



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
10/23/2026

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.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
10/22/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to...
10/22/2026

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4i9r7Wu

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're plann...
10/20/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4k14ru4

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