06/02/2026
Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.
8 moves to help protect your retirement income (US|EN)
8 moves to help protect your retirement incomewww.edwardjones.com/us-en
05/28/2026
Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.
Family Conversations about Money
Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI
05/26/2026
Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.
Take control of your financial fitness (US|EN)
Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en
10/15/2024
October is Financial Planning Month, an opportune time to strategize smart money moves today to help you work toward financial freedom in the future. Check out these tips to get started.
Our personal finance hub
How to manage your finances
10/10/2024
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.
Strategies catered to business owners
Here's our business owners hub
10/08/2024
Check out our financial calculators to estimate whether you're saving enough to meet your financial goals in the future. If it looks like you might fall short, I'm happy to discuss how I can help you make a strategy to get back on track.
Financial calculators (US|EN)
Set goals for your future using our financial calculators.www.edwardjones.com/us-en
10/03/2024
Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.
Health care in retirement
Make sure to prepare for costs
09/30/2024
I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in control of your finances. Check out these steps to help you budget more productively and then plan for a nice treat or fun activity (that fits your budget!) after tackling that task.
Balancing the family budget
Know where your money goes
09/26/2024
Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.
Inheritance planning: Here's how to start the conversation
Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....
09/23/2024
It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.
Will vs. trust: What's the difference?
It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.