Edward Jones - Haley Stevenson

06/19/2026

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

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06/17/2026

No one wants to become the victim of a theft – but scammers are out there, looking for their next victims. Here’s how to help protect yourself and your loved ones from financial fraud.

Stay informed

06/15/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

06/12/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

06/10/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4fDeLX0

06/08/2026

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

06/05/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

06/03/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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06/01/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

05/29/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.