Edward Jones - Financial Advisor: Rebecca Kallies, CLU

11/01/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

10/29/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4suLSAR

10/27/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/25/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/4jYpZHZ

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/23/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/22/2026

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with a smart game plan. Our hometown team is here to help you build yours. We're proud to be invested in your traditions and helping you plan for what's next. Reach out to get started today.

10/20/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/16/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/13/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/10/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4hNgGaR