Edward Jones - Financial Advisor: Chris Wallace

Edward Jones - Financial Advisor: Chris Wallace Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Tonya Dunsford, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.
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Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the lif...
06/24/2024

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

Average retirement savings data can show how you compare with others. Check out these estimates by age.

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an ...
05/29/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be temp...
05/13/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider...
05/02/2024

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

Understand how Social Security plays a role during this important time in your life.

03/15/2024

Whether you’re just starting to save for retirement, you’re already retired or somewhere in between, you can be proactive about boosting and preserving your retirement savings. Watch this webinar live on March 20 at 3 p.m. CT or on demand after.

Wednesday, March 20, 2024 at 3:00 PM Central Daylight Time.

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly ...
03/02/2024

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

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.

Learn how your investments are taxed and how to potentially reduce your future tax burden.
02/16/2024

Learn how your investments are taxed and how to potentially reduce your future tax burden.

We lay out the three different types of investment taxes and what they mean.

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of t...
09/15/2023

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of the big event. Review our financial checklist for newlyweds to help you start that crucial conversation with your future spouse.

Before getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sa...
09/08/2023

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial....
06/28/2023

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your lab...
06/20/2023

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

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