Edward Jones-Financial Advisor: Blake A. Hubert

06/02/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

05/14/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

01/11/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

12/09/2024

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

12/05/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

10/31/2024

Happy Halloween from your Edward Jones Team!

09/12/2024

Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confident in managing your 401(k).

Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

05/27/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

05/22/2024

You typically have four options for your old 401(k). Take a look, and then let me know what other questions you have.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.