Edward Jones-Financial Advisor: Jen Humphreys

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

Life's priorities may change — but your relationship with me and my commitment to helping you realize your goals won't. Check out these 5 tips for starting an investment portfolio.

Already started working on yours? I offer complimentary portfolio reviews and tailored solutions to help you meet your financial goals. Call my office or book time online today.

How to start an investment portfolio Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Advance care planning: Helping to ensure your wishes are honored (US|EN) Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

Do you have these 3 financial goals covered?

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Debt Management Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt. From Edward Jones and EVERFI

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Grandparents and gifting: Smart strategies to help leave a lasting legacy (US|EN) Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial goals. Learn more about these steps, and then let's meet to start planning your path forward.

5 steps to help reach your financial goals Make a plan for your future

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

IRA FAQs (US|EN) Answers to your commonly asked questions about individual retirement accounts (IRAs).www.edwardjones.com/us-en

Here's your weekly dose of Market Updates: What Changed?
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

Want to know how to make an impact with your financial strategy?
Please reach out - I look forward to hearing what's important to you.
503.430.1319
[email protected]

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

More Work to Do: 3 Takes on the Latest Jobs Report

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

If you're interested in learning more about how this could impact your personal financial strategy, get in touch with me via email or phone. Looking forward to connecting with you!

503.430.1319
[email protected]

Mid-90's Vibes

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

If you're interested in learning more about how this could impact your personal financial strategy, get in touch with me via email or phone. Looking forward to connecting with you!

503.430.1319
[email protected]

Since health care will likely be one of your largest expenses in retirement, it’s important to take full advantage of this triple tax-exempt account.

4 tips to maximize your HSA Here are some tips to take full advantage of your health savings account.

While it may seem like a good problem to have, having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role.

Financial Caregiving Learn more about the responsibilities of caring for another person's financial wellbeing.

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This makes Social Security – and retirement income strategies that fit their unique needs – especially important.

The importance of Social Security for women We understand the special circumstances for Social Security that are unique to you in particular.

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Owner-only 401(k) plan Read through your options

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

What’s a 529 plan? Saving money for college

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

IRA vs. 401(k) Benefits to having both

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

Retiring from work It's important to think about when you want to retire and how you want to spend your time.

Paying down student loan debt can feel like a burden — but it doesn’t have to be. Here are some tips to help make your payments manageable, so the investment you made in education doesn’t throw you off track.

7 strategies to consider for repaying student loans Help keep your student loan payments manageable, and avoid delinquency or default.

Learn how your investments are taxed and how to potentially reduce your future tax burden.

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Happy Financial Wellness Month! Ready to make 2024 your year? Explore our interactive lessons and take control of your financial future.

Investing in Your Future Realizing your dreams starts with smart investing

Three positive signs for the bulls!
The stock market weekly update from Edward Jones highlights some encouraging indicators that may be of interest to investors.

Check it out here: https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

If you're interested in learning more about how this could impact your personal financial strategy, get in touch with me via email or phone. Looking forward to connecting with you!

503.430.1319
[email protected]

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

Tax season calendar View important deadline dates for traders, furnishing tax forms and filing tax returns.

Unsure whether an active or passive investment style is a good fit for your unique situation? Check out this breakdown of important differences between the two and then let's set up time to discuss which might be more your speed.

Active and passive: Two investment styles that could work for you Learn about the similarities and differences between these two popular investment styles.

Three Data Points to Watch as Markets Get Through a Bumpy January
https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

Have questions or ideas? I'd love to connect!
503.430.1319
[email protected]