08/27/2026
A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.
Strategies catered to business owners
Here's our business owners hub
08/21/2026
¡Comprar una vivienda está al alcance! Conoce los pormenores de comprar una vivienda con nuestros recursos educativos.
Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/3UxfAYR
Homeownership is within reach! Learn the ins and outs of buying a home with our educational resources.
Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/3Usqmj2
Buying a Home
Learn the process, resources, and strategies to help you buy a home while sticking to a budget. From Edward Jones and EVERFI
08/19/2026
We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.
This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.
At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.
We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.
Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.
https://bit.ly/4znE1Il
08/18/2026
Can a six-figure income still leave you feeling financially lost?
Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.
As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.
Read the full feature in Fortune: https://bit.ly/4g1eFIA
Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.
Despite making over $135K, 1 in 5 high-earners feel ‘depressed’ when thinking about their finances—they may have ‘money dysmorphia’ | Fortune
Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.
08/18/2026
Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
08/11/2026
Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.
08/07/2026
Las compras en línea pueden ser increíblemente convenientes. Sin embargo, con todos los sitios web que visitas, es más importante que nunca saber cómo proteger tu información personal. Tenemos algunos consejos rápidos para ayudarte a hacer precisamente eso.
Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/45Mn7p2
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.
Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4fJn0R5
Identity Protection
Learn how to protect your identity and personal information. From Edward Jones and EVERFI
08/06/2026
Your business is more than a source of income. It's likely one of your most significant financial assets.
As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.
From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.
07/30/2026
Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4pOrR6V
07/24/2026
¿Sabías que puedes tener un plan 401k y una cuenta IRA al mismo tiempo? Consulta nuestra lección para obtener más información sobre las ventajas de las cuentas IRA y si una es adecuada para ti.
Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4vNKh9a
Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.
Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4vSUaCC
Individual Retirement Accounts (IRAs)
Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI