Edward Jones - Financial Advisor: Emory Jones, CFP

02/09/2023

When it comes to finance-related questions, it can be hard to get clear answers — especially on the web. No need to keep combing through search results; we’ve compiled some of the most commonly asked questions and answered them all.

Is yours on the list?

02/03/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.

02/02/2023

Your needs evolve throughout life, so you deserve more than an automated email when it comes to making financial decisions.

Let’s build yours together.

02/01/2023

Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.

01/31/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including:

• Increase in the required minimum distribution (RMD) beginning age to 73 in 2023 and 75 in 2033
• Employer matches for qualified student loan payments
• Ability to roll over 529 assets to a Roth IRA for the 529 beneficiary
• New or expanded penalty exceptions for early withdrawals

What individuals need to know

01/30/2023

Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.

01/28/2023

Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.

01/26/2023

Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.

01/26/2023

Entering your 60s? Retirement is right around the corner. These tips can help you prepare for what comes next.

Retirement is here or will be very soon. Make the most of your wealth with these investing strategies.

01/24/2023

Do you know how to protect yourself from a cyberattack? To increase awareness of cybersecurity best practices, I'll be posting helpful tips over the next days and weeks. So, be sure to check back in to this page for actionable ways to improve your cybersecurity. Click this link for more information:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

01/24/2023

It's important to examine your Social Security needs through a LENS perspective - life expectancy, employment, needs and spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

01/19/2023

Is retirement in your sights? Here’s what you should know about how to position your portfolio as you near retirement.

Although investing involves some risk, not investing can be risky too. Learn how to position your portfolio when nearing retirement.