Kari Matney, Edward Jones Financial Advisor

Kari Matney, Edward Jones Financial Advisor Financial Advisor ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/09/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

To all the dads, and to those who are father figures, you're appreciated. You're fun to be with, loving and incredibly r...
06/13/2025

To all the dads, and to those who are father figures, you're appreciated. You're fun to be with, loving and incredibly resilient. You're our heroes, our guides and our anchors. We'd be lost without your support and boundless love. We honor you and thank you.

Edward Jones Named One of the World’s Most Admired Companies™️ for 2025!We’re proud to be part of a firm recognized for ...
03/19/2025

Edward Jones Named One of the World’s Most Admired Companies™️ for 2025!

We’re proud to be part of a firm recognized for its dedication to trusted relationships and meaningful impact. This honor reflects the work we do every day — helping clients achieve their financial goals and being part of the moments that matter most.

https://bit.ly/4kFp5Os

2025 Fortune World’s Most Admired Companies™️ list published January 2025, in partnership with Korn Ferry, data as of November 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©️2025 Fortune Media IP Limited. All rights reserved. Used under license.

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and financ...
02/28/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

Take a look at my recent news about my AAMS™️ designation. Accredited Asset Management Specialist™️, AAMS™️ and the AAMS...
01/24/2025

Take a look at my recent news about my AAMS™️ designation. Accredited Asset Management Specialist™️, AAMS™️ and the AAMS™️ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Many of us find it difficult to talk about finances with our families, and that can seem doubly true when it comes to de...
11/08/2024

Many of us find it difficult to talk about finances with our families, and that can seem doubly true when it comes to defining the legacy we hope to leave behind. Check out these three tips for how to talk to your children about inheritance.

Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick...
08/28/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an ...
05/28/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’...
05/10/2024

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be temp...
05/09/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

05/02/2024

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

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Round Rock, TX
78665

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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