Edward Jones - Financial Advisor : Holly Benson

09/18/2026

Weekly Updated from the Chief Happiness Officer

-Treat levels: restored
-Sharing skills: questionable

What's your dog's job title?
*Chief Treat officer
*Director of Squirrel Security
*VP of Belly Rubs
*Professional Nap Consultant

PS: Tell your dog we said hi!

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4xtxZDy



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/15/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

09/12/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.

09/11/2026

Weekly report from the Chief Happiness Officer

-Office morale: Excellent
-Treat Inventory: Concerningly low
-Productivity: Acceptable
-Number of squirrels observed: Classified
-Client pets we talked about this week: 6
-Employee of the week: Still me

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/46dSZDt



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

09/08/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

09/04/2026

We all have that one coworker that looks exhausted after answering one email.

09/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

08/28/2026

One thing people notice about service dogs is what they do.

One thing they don't notice is how much patience is required.

Benny can wait quietly FAR longer than most humans i know.
(Myself included)