Edward Jones - Financial Advisor: Joseph E. Kelly

03/20/2025

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one is right for you? This article outlines the key differences between traditional IRAs and Roth IRAs, and how they could help you achieve your retirement goals.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

03/16/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

03/14/2025

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.

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.

03/12/2025

Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules of the road” that can help you get moving in the right direction.

Tips for reaching your goals

03/10/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Unexpected events, both in your life and in the financial markets, can affect your progress toward your goals – so it pays to be prepared.

03/07/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

03/05/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

03/03/2025

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

02/28/2025

The saying "more is better" is not necessarily true when it comes to retirement accounts. Having multiple accounts with various brokers can make it difficult to keep track of your investments.

Saving for retirement

02/26/2025

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively.

Reach out to find out how we can help you take control of your financial fitness.

Learn more: www.edwardjones.com/financialfitness

02/24/2025

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your portfolio?

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

02/21/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en