Edward Jones-Financial Advisor: Betty Marzec

05/17/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

05/16/2025

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

05/15/2025

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

A financial plan can help you build wealth but misinformation has kept many from creating a plan. Consider these 8 financial planning myths.www.edwardjones.com/us-en

05/12/2025

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

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

05/11/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

05/06/2025

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.

05/05/2025

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 little‐known strategies can help bolster your nest egg?

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

11/05/2021

Had a great time yesterday partnering with an amazing trust attorney and sharing with the community how we work together to serve our clients!

04/05/2021

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

When you change jobs, it's important not to forget about your 401(k) from your last employer.

03/15/2021

Tax season is upon us. Online Access makes it all simpler, with all of your documents in one secure place. Sign up today to share them easily with your tax preparer.

Explore information about viewing and printing your tax forms, available downloads and more.