Edward Jones

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.

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]

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]

Gen Xers, also known as members of the Sandwich Generation, are still raising children while also becoming caregivers for aging family members. And out-of-pocket costs for care have risen by $200 a month. Read here to see how COVID-19 factored into this shift. [EDJ2021]

We will be hosting Edmund J. Russell III from Underberg Kessler for his presentation of "Legal Aspects of Forming a New Business" on Wednesday, April 14th at 8 am Please click on the Link below to register: https://edwardjones.zoom.us//reg/WN_NATXhOVPQC6RPYbIcyhC_Q Call 585-377-4668 or message me for additional details. FEEL FREE TO PASS ALONG TO ANYONE THAT MIGHT BENEFIT

Plant the seeds for your future. Whether that means creating an education fund or planning for retirement, together we can build your personal financial strategy. [EDJ2021]

Risk is an important part of your portfolio, no matter where you are on your journey toward retirement. [EDJ2021]

Join us and tell everyone you know! We will be hosting Mathew Cameron, Regional Vice President of Capital Group / American Funds for their presentation of "Guide to Investing in an Election Year" on Thursday, January 21st at NOON. Click on the Link below to register: https://edwardjones.zoom.us//reg/WN_h2l8mmjDS3y9jF1WQnlC2A ... Call 585-377-4668 or message me for additional details. See more

You Will NOT Want To Miss This!! We will be hosting Megan Hopps of T. Rowe Price for their presentation of "Women and Retirement" on Wednesday, January 6th at 5:00 PM Link to register: https://edwardjones.zoom.us//reg/WN_56JAwBk-SJ-Ptp9YBjuNvA Call 585-377-4668 or message me for additional details.

April 15 is the big deadline during tax season, but other deadlines are also worth noting. [EDJ2021]

With the new year upon us, have you checked in on your future financial picture? Wondering where you should invest your money? Invest in yourself. Let’s talk and plan your financial future, together. [EDJ2021]

Check out this week's market update for details on last week's market moves and a preview of the week ahead. [EDJ2021]

For a review of last week's market and guidance for the week ahead, take a look at this report. [EDJ2020]

You won't want to miss this. Our Social Security presentation is one of our most popular. Be sure to share with your friends. We will be hosting Sarah J. Walter from John Hancock for their presentation of "Maximizing Your Social Security Benefits" on Friday, February 5th at 8AM Click the Link below to register: https://edwardjones.zoom.us//reg/WN_p0Isryi0Q9OaDURVyMA3XQ Call 585-377-4668 or message me for additional details.

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

Start the new year off on the right foot by getting a handle on how you spend your money each month. [EDJ2020]

There's a new business (and PBC Member) in town! Check out Chick Magnet! https://spectrumlocalnews.com//family-owned-chick-magnet-o

Need help figuring out where to start? Let's chat. [EDJ2021]

Take a look at this high-level outline of the probate process, then let's put estate strategies in place to potentially avoid it. [EDJ2021]

How we phrase our New Year's resolution could give us a slight edge as to whether or not we'll stick to the new habit. Take a closer look. [EDJ2020]

Interested in learning more about last week's market and what this week could hold? Take a look at this update. [EDJ2020]