Edward Jones - Financial Advisor: Jason Kurz

08/18/2025

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

10/16/2024

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to review your retirement goals to ensure you’re on track.

View our list to prepare

10/14/2024

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, twice as much money for it. Let's discuss how we can help you build financial strategies now that can provide you with options for long-term care, including where you receive it and from whom.

Learn more: https://bit.ly/4flTKgj

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

05/27/2024

01/22/2024

Clients: I’m here today. Don’t come see me. At least for a while until it’s treated. The hill to get down to my office is pure ice. My truck had a fun journey down it this morning.

If you need me, please call!

09/13/2023

By building financial literacy, family members from tweens to young adults can start on the path toward long-lasting financial strength. Discover actionable tips and resources to teach your kids, or yourself, about finances. Watch this webinar live on Sept. 20 at 3 p.m. CT or on demand after.

Wednesday, September 20, 2023 at 3:00 PM Central Daylight Time.

09/05/2023

Markets are up for the year, but major indexes have been more volatile lately. Where are the opportunities in today’s market?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

08/22/2023

The lifetime cost of retirement averages almost a million dollars, many times more than the average cost of a house, raising a child, or a college education. At the same time, many more people expect to be spending potentially much more time in retirement.

The years may be there to enjoy, but they must also be paid for. Our latest study in partnership with Age Wave explores both sides of today’s retirement experience with the aim of helping retirees and pre-retirees make resilient choices to thrive.

https://bit.ly/45Bcsvk

08/21/2023

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of the big event. Review our financial checklist for newlyweds to help you start that crucial conversation with your future spouse.

Before getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

08/19/2023

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

08/17/2023

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, a mega backdoor Roth strategy may help you save more for retirement.

Prepare for the unexpected

08/16/2023

Changing careers can be as daunting as it is exciting. This checklist can help you prepare for the chapter ahead.

Recently change jobs? Use this checklist to help think through some financial considerations.