Edward Jones- Financial Advisor: Rich Gostkowski

06/09/2026

05/29/2026

05/29/2026

It’s 529 Day!

Yes, it's a play on 5/29.

If you’re a parent who’s been thoughtful about how you save, this is worth a pause.

A 529 isn’t just a “college savings account.”

It’s a flexible and tax‑efficient planning tool available for families.

Funds can be used for college, private school, trade school, and now even Roth IRA funding (within limits).

You stay in control.

Want to learn more?
Let's connect.

Happy 529 Day.

05/20/2026

This was a memorable run!


4 years ago I wanted to step up my game and help more families with their money needs.

I studied hard and put time into the Certified Private Wealth Advisor® (CPWA®) certification exam.

On this day 4 years ago I earned the CPWA® designation.

I love learning about history and being outdoors so shortly after the exam I took a solo trip to DC and got some miles in.

Perfect way to decompress and let off some of that post-test adrenaline.

If you were wondering, the CPWA® designation focuses on high-net-worth families and businesses.

Helping make smart decisions about complex financial goals.

Being part of their team to discuss investments, taxes and passing wealth.

05/16/2026

You don’t need a financial emergency to talk to an advisor.

A lot of people in their 40s and 50s aren’t behind financially, they’re just making decisions without a coordinated plan.

In many ways, the financial decisions get bigger:

✨ Kids getting closer to college
✨ Helping aging parents
✨ Divorce or remarriage
✨ Peak earning years and bigger responsibilities
✨ Feeling behind on retirement
✨ Wanting to simplify finances
✨ Accounts scattered across different places
✨ Wondering if retirement is actually realistic

Sound familiar?

Most people aren’t looking for complicated strategies.

They just want confidence and control.

The hardest part is usually not the math…it’s waiting too long to make decisions.

You don’t need to have it all figured out.

You just need a place to start.

05/13/2026

Parents with growing kiddos

College planning is bigger than a 529 account.

Today’s families have access to tools that can help identify schools, scholarships, and education strategies YEARS before applications begin.

The families who plan early often create the most flexibility later.

There are more options available than most of you realize.

Want to explore what that could look like for your family?

DM me.

05/04/2026

🏌🏽‍♂️⛳️ Great day out on the course at Hershey’s Mill Golf Club for the Exton Chamber of Commerce Golf Outing.

We were proud to be this year’s cigar sponsor.

Grateful for the opportunity to connect with so many local chamber members and their guests—this is a strong business community.

It’s all about relationships.

Our work is centered around working with business owners and families navigating major financial decisions—when to make a move, when not to, and how to think clearly about money when there’s a lot at stake.

That’s the focus every day.

Edward Jones Financial Advisor: Joe Kicinski Jr.

04/30/2026

Selling a business or major asset is more than a transaction, it’s a pivotal moment that reshapes an entire wealth strategy.

As an Edward Jones financial advisor, I help business owners like you plan ahead, align reinvestment strategies and integrate liquidity events into a broader, long-term vision for wealth and legacy.

04/23/2026

Preserving wealth takes intentional planning.

Strategies such as thoughtful, long-term, tax-sensitive investment planning can help you transfer assets efficiently while preparing future generations for stewardship.

At Edward Jones, we partner with you and your tax and legal professionals to bring clarity, continuity and purpose to multigenerational planning.

04/08/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://ow.ly/1fVs50YEjEL