Edward Jones-Financial Advisor:Steven Ervin

08/04/2025

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

08/01/2025

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

07/24/2025

The Fed stayed on the sidelines in June but still expects two interest rate cuts this year. How might this impact bonds?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

07/21/2025

Selecting a trustee to carry out your estate plan is a critical decision. Many people choose a family member, but is that the right choice for you? Here are some things to consider when choosing a trustee.

We can help you with the critical decision of selecting a trustee.

07/14/2025

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.

07/10/2025

We all have different things that are important to us. Take 3 minutes for our quiz to help determine which goals matter most to you. Then let’s discuss how to help you make those financial goals a reality: https://bit.ly/463386V

07/03/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

06/26/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

06/23/2025

Be sure you understand the long-term effects of your decision before you begin taking Social Security. We can help you estimate the impact different claiming ages may have on your goals.

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06/19/2025

Despite growing uncertainty, solid fundamentals could keep the stock market rally alive. Our Principal, Head of Investment Strategy Mona Mahajan joined The Street to discuss the drivers of stock markets heading into the second half of the year.

Watch the interview: https://bit.ly/469XeAO

06/16/2025

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you