Edward Jones-Financial Advisor: Chad Barton

01/24/2025

Changing jobs can seem like a mix of scary and exciting. Don't worry, though: We've got you covered. Check out this list of steps to help you prepare before making a major career move.

Recently change jobs? Use this checklist to help think through some financial considerations.

01/23/2025

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Read through this checklist

01/22/2025

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

01/21/2025

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Here's our business owners hub

01/20/2025

With admiration, we celebrate Dr. King's dedication to love, peace, freedom, justice and equality.

01/17/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

01/16/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

01/15/2025

Check out this article featuring our latest research on 2025 financial resolutions – plus tips to make them stick.

You bought enough holiday gifts to fill the Superdome. Now, it's time to atone.

01/14/2025

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.

01/10/2025

Our 2024 survey found that only half of Americans are aware of 529 education savings plans, an important tool that offers tax benefits when used toward qualified education expenses for the account beneficiary.

Edward Jones research shows 50% of Americans don't know what a 529 plan is with 25% understanding a 529 plan can be used to fund more than just education.

01/09/2025

U.S. stock exchanges will be closed Thursday, January 9 for the National Day of Mourning in remembrance of former President Jimmy Carter. Our office will be open. However, we will be unable to execute stock, mutual fund and annuity trades on that day.

01/08/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how