Edward Jones - Financial Advisor: Richard D. Mills

04/28/2023

A growing family is the greatest gift of all. As you prepare for a new family member, here’s a checklist to help ease the transition.

Use this checklist to prepare

04/27/2023

Caring for a loved one, whether a child or an aging parent, can be difficult. These considerations can help, and so can I.

What you should consider

04/26/2023

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

04/25/2023

Check out four ways to ensure your retirement savings don’t get away from you.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

04/24/2023

By not putting your own estate plan in place, you have a “strategy” by default: the laws of your state. Set up your estate the way you want it.

5 tips to guide you

04/21/2023

New to investing, but not sure how to get started? Take a look at this article, then give me a call to discuss.

7 ways to get started

04/20/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

04/19/2023

As a retiree, you’ve worked hard to get to where you are today — which is why it’s important to make sure your retirement portfolio continues to meet your short-term and long-term financial goals. Here are six tips to help you protect your nest egg from market dips, inflation and a variety of other potential obstacles.

These six tips can help you protect your nest egg from market dips, inflation and a variety of other potential obstacles.

04/18/2023

Building a budget may sound tedious, but it’s actually easier than it seems. Start with these categories and see how what you think you’re spending compares with what you’re really spending.

Know where your money goes

04/17/2023

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

04/14/2023

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

04/13/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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