Edward Jones - Financial Advisor: Allie Shaffer

06/19/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

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

06/17/2026

This past weekend I had the opportunity to spend time with my Edward Jones family for our summer conference in Nashville. All I have to say - WOW.
I am blessed to get to learn from my peers and inspired by them each and every day.
Above you will see a photo of me with our Regional Leader, Bill Shaffer, who I am honored to have learned from him in life and the business world.
Nashville was a wonderful learning opportunity and a great adventure to kick off summer!

06/15/2026

Today is World Elder Abuse Awareness Day. Let’s remember our shared responsibility to prevent and stop financial exploitation and abuse, ensuring that older adults can experience their later years with safety, dignity and peace.

Learn more about how to protect your loved ones from these common financial scams: https://bit.ly/4xw9Iy8

06/12/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

06/10/2026

With the IPO buzz picking up amongst some expected offerings in the coming months, the number of questions I receive increases.
IPOs may present exciting opportunities - but also their own unique risks and considerations as they are not a one-size-fits-all.

If you are curious about any upcoming IPOs or wondering if/how they fit into your financial plan - I'm happy to chat and be a resource for you. Send me a message here or give me a call at 859-479-1999.

06/08/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4uT76bT

06/05/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/03/2026

Financial clarity isn’t just about numbers—it’s about peace of mind.

Lately, I’ve had more conversations with individuals and families who feel unsure about their next financial step—whether it’s retirement, starting to invest, buying a home, or simply getting organized.
The truth is, most people just want a clear plan.
That’s where I love to come in—helping turn uncertainty into confidence through thoughtful, personalized planning.
If you’ve been putting off a financial conversation or just want a second set of eyes on your plan, let’s connect.
You don’t have to figure it all out alone.

06/01/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

05/29/2026

529s are a common form of education savings plan, with that in mind - Happy 5/29!

One frequent conversation I have with families is about balance. Creating a plan so you don't have to choose between your child's education and your retirement goal is crucial. Let's talk about what balance looks like for your family today.