Edward Jones - Financial Advisor: Daniel Letbetter

01/08/2025

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

01/06/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

01/03/2025

Life insurance can be a vital part of any financial strategy and a critical means of protecting your loved ones should something happen to you. But are you adequately covered?

Explore the different types of life insurance policies and identify the best option for you.www.edwardjones.com/us-en

12/30/2024

Here’s to a new year of fresh hopes and endless possibilities. May you uncover the richness in the smallest moments and find joy in every heartbeat. Happy New Year.

12/23/2024

Wishing you a beautiful and restful holiday season.

12/20/2024

December is the time for giving gifts to loved ones and charities — but did you know that giving financial gifts can impact your financial strategy and goals? Here's what you should remember when giving financial gifts this holiday season.

What you should keep in mind when sharing your financial legacy with loved ones and charitieswww.edwardjones.com/us-en

12/18/2024

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

12/16/2024

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.

12/13/2024

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

12/11/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

12/09/2024

Are you feeling anxious about retirement? While your finances might be set, overlooking this nonfinancial issue could jeopardize all your efforts. See why mattering, matters.

Limitless freedom often doesn’t bring satisfaction in retirement