Edward Jones-Financial Advisor: Robbie Tapia

07/11/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

04/10/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

03/20/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

03/20/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

03/19/2025

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement plan (IRA). Maximize the opportunity for your investments to grow tax deferred.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

12/23/2024

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

10/07/2024

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4eQVfT7

10/05/2024

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3ZRrhu0

10/03/2024

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3XPKtG2

10/01/2024

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/4gXYome

08/01/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3YqiqPd

07/31/2024

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en