Edward Jones-Financial Advisor: Jenica McClure Bertalan

04/23/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

04/21/2025

U.S. stocks have pulled back amid high policy uncertainty, while last year’s underperformers are becoming this year’s market leaders. Your portfolio should stay focused on your goals while broadening your lens.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

04/20/2025

We hope the spirit of Easter brings you and your family festivities full of joy and happiness. From our family to yours, wishing you a Happy Easter!

04/16/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

04/14/2025

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.

04/11/2025

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

04/09/2025

A recent Barron’s article spotlighted Edward Jones Generations, our new private client service for investors with a minimum of $10 million in investible assets. Read more about how we're meeting their unique needs.

Edward Jones launches new service for investors with $10 million and up. Services include financial planning, investment management and wider products and services.www.edwardjones.com/us-en

04/07/2025

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

04/04/2025

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International Emergency Economic Powers Act.

We offer a framework to assess how the announced tariffs could impact economic growth, inflation, central-bank policy and financial markets and provide key financial insights for individuals and business owners.

Tariff announcements drove market volatility in early March

04/02/2025

April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4jifyv3

02/26/2025

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

02/24/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en