Edward Jones - Financial Advisor Christi Koontz

06/09/2026

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

Ready to optimize your retirement savings? The mega backdoor Roth guide from Edward Jones covers implementation, tax implications and strategic planning.

06/04/2026

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

Learn more: https://bit.ly/3QmwXKb

06/01/2026

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/4dXxp9s

05/29/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

05/26/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

05/22/2026

Looking for credit and checking that aligns with your financial goals?

With Edward Jones®️ Everyday Solutions powered by U.S. Bank®️, you can access benefits like Loyalty Points®️, theft protection and low fees—all designed to work with your broader financial strategy.

And it only takes a few minutes to apply—now that’s easy!

Let’s explore how these products may support your goals.
Learn more here: https://bit.ly/4nM3fKY

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

Everyday Solutions Checking provided by U.S. Bank NA, Member FDIC. Edward Jones is not a bank and FDIC insurance only covers the failure of an insured bank.

05/19/2026

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to know how to protect your personal information. We have some quick tips to help you do just that.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

05/14/2026

Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Financial Fitness begins with your first paycheck

05/11/2026

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

The government’s formula rewards workers who keep earning income for at least 35 years.

05/06/2026

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.