Edward Jones - Financial Advisor: Heather Beier

05/22/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4a77GdB

05/18/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

04/14/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

03/15/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

03/08/2026

We celebrate the courage, strength, intelligence and creativity of women everywhere. Together, we can continue to support and empower women in our lives and around the globe.

03/02/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

02/23/2026

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

02/16/2026

Skiing with my Valentine’s ❤️

02/08/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/01/2026

We’re excited to announce Edward Jones branch teams in the Northeast will be working with the USA Bobsled/Skeleton Team to power athlete success on and off the ice. We'll be helping set the athletes up for long-term professional success as they move on from elite-level sports competitions. Just as athletes achieve success through discipline, teamwork, coaching, and strategic planning, individuals can apply these same principles to reach their financial goals.