Edward Jones-Financial Advisor: Jamie Hartfield

09/30/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

09/25/2025

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

09/22/2025

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

09/11/2025

There are many retirement-related decisions you’ll need to make, but none may be as big as when to start collecting Social Security. Click the link to get an overview on the basics, and then contact me so we can examine your retirement options and decide on what would work best for you: https://bit.ly/4meTTVL

09/08/2025

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

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

09/04/2025

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

11/15/2024

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.www.edwardjones.com/us-en

09/23/2024

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Understand how Social Security plays a role during this important time in your life.

09/18/2024

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How to prepare for the expense of potential cognitive decline

09/08/2024

There's more to the legacy we leave behind than money. In honor of National Grandparents Day, consider how you want to pass on the financial wisdom you've built and the lessons you've learned over a lifetime to your children and grandchildren.

Here are 5 tips to help you grant financial wisdom to the younger generations.

09/06/2024

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/29/2024

Unsure how to find a financial advisor who will help you prioritize your goals to work toward the future you envision? Review these 10 key questions to consider, and then let's chat about how I can help.

Here are 10 questions to ask