Edward Jones-Financial Advisor: Joe Esparolini

11/12/2021

From 401(k)s to traditional IRAs, we offer a variety of retirement accounts. And we know it can get confusing at times. We’re here to help you understand the differences between these accounts so you can comfortably save for your future.

Choose from a variety of plans

11/10/2021

When it comes to fraud, we want to ensure that you and your family have everything you need to stay protected. Check out our resource hub for fraud awareness and protection.

Check out our resources.

11/08/2021

Thinking about your child’s education? The benefits of setting up a college savings plan speak for themselves. Send me a message and let’s get your financial strategy in place.

Boost your education savings

11/04/2021

Wondering what an initial conversation with a financial advisor looks like? Don’t worry — the first time we meet is designed to put you at ease.

Here is our approach

11/02/2021

When it comes to working with a financial advisor, getting started is the hardest part. Here are 10 important questions to talk through when choosing the financial advisor for you.

Here are 10 questions to ask

10/31/2021

To help plan for the unexpected in your future, here are 6 things you can do today. Let’s review your current situation to ensure your investment portfolio is properly aligned with your comfort with risk and documented financial strategies.

Let’s review your strategies

10/29/2021

Untangle the world of 401(k)s, Traditional IRAs and Roth IRAs—register today for our webinar, Retirement Funds: What You Need to Know.

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

10/29/2021

When you partner with Edward Jones, you can expect personalized financial strategies for every milestone throughout your life. Let’s connect to review your financial purpose.

Let’s build yours together.

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

10/21/2021

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

10/20/2021

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

10/19/2021

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.