Edward Jones-Financial Advisor: Stephen Cohen

04/13/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

03/09/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/4srGywJ

03/04/2026

Tax laws are set to change again in 2026, and these updates could have a real impact on your budget, your long‑term savings strategy and even your charitable giving plans. If you’d like to talk about what these updates might mean for your financial goals, I’m here to help.

In the meantime, you can learn more about these changes here: https://bit.ly/4brWF6P

03/03/2026

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

03/02/2026

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

With health care costs being one of the largest expenses in retirement, it's important to plan for those costs before you retire. Create a health care cost strategy by following these steps.www.edwardjones.com/us-en

02/28/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

02/27/2026

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

404 Errorwww.edwardjones.com/us-en

02/26/2026

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.

02/25/2026

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

02/24/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

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