Edward Jones- Financial Advisor: A.J.Jacobson

And what are you hoping to focus on financially in the future? Let me know how I can help.

You now have until May 17 to make a 2020 contribution to a traditional or Roth IRA.

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let's discuss your retirement vision. [EDJ2021]

Vacations look a little different these days. Here are 15 fun and creative ways to have a staycation that will save you money. [EDJ2021]

Give me a call today. [EDJ2021]

Not talking about money can have negative consequences for families. Gaining a better understanding of family dynamics can help everyone have more positive and productive discussions about the future. [EDJ2021]

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you. [EDJ2021]

It’s no secret that the pandemic has changed our spending habits. Learn more about how Gen Xers have altered their finances and budgeting during this unprecedented time. [EDJ2021]

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]

The pandemic has had a big impact on families that need caregivers. Many have graciously taken on this role to support their parents and other family members. If you are one of these inspiring people, read how to balance this job and take time for yourself. [EDJ2021]

Wondering what to do after a financial setback knocks you off the rails? Here are four tips to get you back on track.

Do some spring cleaning of your finances. This article gives step-by-step instructions to create a 1-year spending plan to help you pay down debt and stick to your budget. [EDJ2021]

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy. [EDJ2020]

We can explain options for your 401(k) including leaving the money in your former employer's plan, moving it to your new employer's plan, rolling it over to an IRA or cashing out the account subject to tax consequences. [EDJ2020]

Check out our weekly market update for news on last week's market and guidance for the week ahead. [EDJ2020]

Three tips to consider to help maximize this opportunity. [EDJ2020]

Wondering what your options are? Let's take a look. [EDJ2020]

Wanting to have a conversation with me, but not sure how to get started? [EDJ2020]

Is a CD a good option on the road to financial fitness? Certificates of deposit (CDs) offer a savings option for a fixed period of time. [EDJ2020]

How do we make a positive impact for our clients, communities and one another? It's all detailed in our latest corporate citizenship report. [EDJ2020]

Either way, the sooner you start saving, the better when time is still on your side.

If you’re planning ahead for retirement, you’re already off to a great start! [EDJ2020]

Check out this week's market update for details on last week's market moves and a preview of the week ahead. [EDJ2020]

Take 10 minutes and join me! This Saturday (tomorrow) morning at 10:30 AM I will be hosting a virtual market update. We will cover recent events in the market in about 10 minutes and I will have plenty of time for Q and A. Use the link below to join!! https://ej.webex.com/ej/j.php Meeting password: Update!... Thanks and hope to see you there!

While health care costs may be beyond your control, you can control how you prepare for them. [EDJ2020]

To credit union or bank? Take this short lesson to figure out which type of financial institution best fits your current needs on the road to financial fitness. [EDJ2020]