Edward Jones - Financial Advisor: Matt McNally

12/03/2025

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

11/21/2025

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

11/20/2025

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

11/19/2025

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

11/18/2025

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.

Learn about different options that may be available to you to help you reduce your tax liability.www.edwardjones.com/us-en

11/17/2025

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

11/17/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

11/14/2025

What does financial fulfillment mean to you?

For many of my clients, it’s not just about growing wealth—it’s about building a life of purpose, security and confidence.

That’s why I’m proud to be part of a firm that’s partnering with organizations like Heartland Forward to help more Americans achieve financial fulfillment. Whether it’s expanding access to financial education, supporting small businesses, or advocating for policies that strengthen communities, Edward Jones is committed to making a meaningful impact.

Learn more about this important partnership.

Helping people build lives of purpose, security and financial confidence has become the aspiration of my career. For more than 35 years, I’ve had the privilege of being part of a firm that believes thriving communities begin with listening deeply, understanding what matters most and turning insigh...

11/13/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/48dBmFl

11/12/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

11/11/2025

Supporting those who have served is a true privilege. Yet, many of the vets I work with aren’t aware of the abundant financial benefits available to them. This guide is a valuable first step in discovering those opportunities — and ensuring nothing goes unclaimed.

Serving your country entitles you and your family to some bespoke financial benefits.

11/11/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en