Edward Jones-Financial Advisor: Chris Treadwell

11/28/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4ixhLDW

11/26/2025

Cross managing your finances off your holiday to-do list. With Online Access and our app, you can track your goals, connect with your Edward Jones team, sign documents and much, much more — on the go or from the comfort of home.

Download our app to stay connected.

11/25/2025

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4oh7rkm

11/24/2025

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/3KfdJ67

11/21/2025

While profits are driving the artificial intelligence rally, rising expectations could become a headwind.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

11/20/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

In the meantime, here are some key steps to take following a job loss.

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11/19/2025

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

11/18/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

11/17/2025

For those impacted, we understand this is an important decision and have the resources to help you consider potential impacts to your financial goals, options for your retirement plan and next steps if you have selected the buyout.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

11/16/2025

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

11/15/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

11/14/2025

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/49kHTz7