Edward Jones-Financial Advisor: Debra S Smola

01/22/2024

There's little doubt that life can be both exciting and overwhelming for young adults, especially if you're going through a big change like a marriage, a new mortgage or a baby. Consider these seven steps to build a strong financial foundation to help you reach your current and future goals.

How you manage your finances as a young adult can have a big impact on your future. Here are some tips to help get you started.

01/18/2024

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Why it’s important

01/18/2024

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en

01/16/2024

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Register here: https://bit.ly/48PBKIl

10/05/2023

Retirees enjoying the highest quality of life say their top 3 smartest financial actions to prepare for retirement were: starting to save early (and consistently), maximizing contributions, and working with a financial advisor.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

09/25/2023

Here are some key financial and non-financial considerations.

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09/25/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

09/25/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

08/28/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

08/28/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

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07/03/2023

We’re now squarely in the middle of 2023. What are we watching for the second half of the year?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

06/22/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.