Edward Jones-Financial Advisor: Kelly Shultz

It's never too early or too late to learn important terms and guidelines to help you have a smooth tax experience. Complete this short interactive lesson to get the insights you need to feel prepared just in time.

Phone scams are on the rise, costing Americans over $20 billion in 2020. If you find yourself on the other line with a fraudster, will you hang up or be swindled out of your hard-earned savings? Here are 7 strategies you need to know.

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.

You may already know how to use 529 plans and custodial accounts as part of your education savings strategy. But there’s more. Take a look and let’s chat about your goals.

Thinking about how to start a savings strategy for your child’s education or for future generations? Then you’ve already taken the first step. Keep going with a few guiding resources.

Those who take a gap year before starting college say it can be very rewarding. But if you or your child is considering taking one, there are potential impacts to financial aid and future earnings that you may not have considered. Before making a decision, find out more.

College plans look different for everyone. When it comes to you or your children, is the plan to attend college out of state or explore local options first?

Many colleges and universities managing the effects of COVID-19 went remote but some raised their tuition anyway. Has this changed your view on college education?

529 plans aren’t just for college. Some states are offering tax breaks to help pay for private school. Here’s an overview of how a 529 savings plan can support K-12 education for your children and grandchildren.

Setting financial priorities can be a challenge. Should you pay off your debt or save for the future? Why not do both? Together, we can identify your priorities and help you reach your financial goals. [EDJ2021]

On top of all of the other worries of 2020, nearly two-thirds of parents reported concerns about paying for college. If you’re about to start paying for all or part of college tuition, there are financial strategies and optimizations that might help you worry less. Let’s take a look together.

Edward Jones was recently recognized for our spirit of caring, ranking no. 15 on PEOPLE's 100 Companies That Care 2021 list. I'm honored to work for a firm that places such importance on making a positive impact in the communities where we work and live.

Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on September 22nd or October 21st to learn more about the opportunity at Edward Jones. Current Series 7 & 66 registrations required for participation.

3 steps to take

If you aren't at your last job, then why is your 401(k)?

Your credit score can have a big impact on your financial life. Understanding how credit scores and reports work can help you achieve financial fitness such as buying a home, leasing a car, or paying off debt.

At Edward Jones, Experienced Financial Advisors don’t share production earnings with a manager. So they keep the rewards of their hard work.

Register for the July 29 webinar, in which Edward Jones professionals will discuss ways to get financially organized for whatever the future holds.

Before agreeing to become a financial caregiver, understand the expectations and decisions you’ll be required to make.

While we have been virtually open for business during the pandemic, now we are opening our doors based on guidance from the CDC, local health and government officials and regulatory agencies.

How to measure quality

Check out our weekly market update for news on last week's market and guidance for the week ahead.

Address these key strategies in order.

Want to know what happening with the market and what to expect in the future? Grab your favorite cup of coffee and join us tomorrow at 8:30 for our weekly Coffee Chat! I'll give you an overview of how the market is performing, Current unemployment rates, as well as what effect past election years have had on the market.

How to navigate the risks and opportunities based on your financial and investment situation

This includes actions from the firm that give everyone a voice, enhance recruitment, hiring and advancement practices, and support organizations and programs that are important to our clients, colleagues and communities.