Edward Jones-Financial Advisor: Jenny Charlson

04/14/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

04/13/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

03/05/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

03/04/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

Learn more: https://bit.ly/4lb54zO

03/02/2026

Geopolitical headlines can stir anxiety. Our Principal, Head of Investment Strategy Mona Mahajan shares three key insights on current events to help investors stay informed and grounded through uncertainty.

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

07/09/2025

Life often brings unexpected events that can be costly and easily derail these goals. That’s why it’s important to save some cash for a “rainy day” in an emergency fund.

Tips on how much to save

07/07/2025

While it may be tempting to put extra cash toward paying down your mortgage, it may not always make the most financial sense.

Before you consider paying of your mortgage early, be sure to ask yourself these three questionswww.edwardjones.com/us-en

07/04/2025

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the spirit of patriotism unite us all as we honor the legacy of our forefathers. Here's to the land of the free and the home of the brave. Happy Fourth of July.

07/02/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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