Abbey Bauman- Edward Jones Financial Advisor

12/30/2025

Edward Jones investment strategists take you through the highlights of our 2026 Outlook and share planning strategies to help diversify and position your portfolio in 2026. Reach out with any questions.

12/24/2025

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

12/22/2025

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

12/18/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

12/15/2025

May the lights of this sacred festival illuminate your soul, wrap you in a warm embrace of joy and fill your heart with boundless cheer. Chanukah sameach.

12/06/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

12/04/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

12/02/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

11/27/2025

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We're thankful for clients like you and look forward to deepening our relationships.

11/22/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

11/20/2025

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.

11/19/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits