Edward Jones-Financial Advisor: Katie Kuehler

Edward Jones-Financial Advisor: Katie Kuehler

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09/19/2024

Join us for the Client Support Team Opportunity webinar. This 30-minute virtual event features Edward Jones associates in a variety of Client Support Team roles as we discuss opportunities with the Client Support Team, training and support, and transferring your current skills.

Learn more:

Client Support Team Webinar

09/17/2024

We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Delivering personal financial strategies 08/30/2024

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

SEP IRA 08/28/2024

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

08/27/2024

Make a difference as a Client Support Team member at Edward Jones. Learn more about the opportunity at our next 30-minute webinar, featuring Edward Jones associates and recruiters.

Client Support Team Webinar

Gain a Big-Picture View 08/21/2024

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Retirement goes beyond just dollars 08/02/2024

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

Retirement goes beyond just dollars View our list to prepare

Passing the torch: What businesses need in succession plan 07/31/2024

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

Passing the torch: What businesses need in succession plan 52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

The 'Great Wealth Transfer': Here's how women can make the most of it 07/29/2024

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

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Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

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How secure is Social Security? (US|EN) 07/12/2024

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) 07/11/2024

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en

Should I pay down debt or invest? 07/09/2024

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

05/30/2024

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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Life insurance calculator: How much do you need? 05/30/2024

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

What’s a 529 plan? 05/29/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

What’s a 529 plan? Saving money for college

Reserve Line of Credit (US|EN) 05/28/2024

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Reserve Line of Credit (US|EN) Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

05/27/2024

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

Should you pay down your mortgage or invest? 05/23/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

Should you pay down your mortgage or invest? If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

How Personalized Journeys Elevate The Employee Experience 05/21/2024

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

05/20/2024

DEI 365 is our overarching approach to strengthen cross-cultural understanding through year-round learning opportunities, programs and experiences. These moments strengthen our culture of inclusion and encourage cultural awareness and empathy.

DEI 365 seeks to spread the word that diversity, equity and inclusion are for everyone — branch teams, home office associates, our clients, and our communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4dLkBSO

05/18/2024

Our heartful gratitude to those who have served, or are currently serving, our country. Our flag waves proudly because of you.

05/12/2024

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

05/05/2024

Feliz Cinco de Mayo! May your day be filled with great food, joyful music and the people who make every day a reason to celebrate.

05/02/2024

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

https://bit.ly/4bkuOnf

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

05/01/2024

This month, we honor the many contributions and accomplishments of the Asian American and Pacific Islander community. How are you planning to celebrate?

American Society on Aging 04/26/2024

Women investors often have unique needs to consider when managing their finances, retirement plans and Social Security benefits. Listen to this podcast episode where Lena Haas, head of Wealth Management Advice and Solutions, explores methods to help women prepare for retirement.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

American Society on Aging 04/25/2024

Don't miss this Beyond Generations podcast episode where our head of Wealth Management Advice and Solutions Lena Haas explores strategies for bridging the retirement gap between men and women, how creating an emergency fund can be empowering and the importance in taking a more active role in financial decision-making.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

04/24/2024

In 2023 Edward Jones supported more than 863,000 529 plan participants with more than $16 billion in assets under care, putting more people on the path toward a higher education.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/49QHml8

Boost your retirement income with these 3 tax strategies 04/23/2024

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

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Videos (show all)

New year, new goals? Online Access can help
Wishing you all the joy and happiness of the season.
Simplify your year-end hustle
May your Thanksgiving be filled with love, laughs and many reasons to be thankful.
For defending our great nation, we extend our sincerest gratitude to our heroic veterans and their families.
Our recent survey with MarketCast and NEXT360 Partners showed that young adults in America are overwhelmingly optimistic...
Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask you...
Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over...
The numbers speak for themselves. Let's work together to build both your financial strategy and your emergency savings f...
Happy Holidays from Our Family to Yours
Happy Thanksgiving from our family to yours

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130 Bemiston Avenue
Clayton, MO
63105

Other Financial Services in Clayton (show all)
Ted Campbell - Ameriprise Financial Advisor Ted Campbell - Ameriprise Financial Advisor
7733 Forsyth Boulevard, Suite 950
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Financial Advisor, Vice President, APMA

Tim O'Toole - Northwestern Mutual Tim O'Toole - Northwestern Mutual
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Kyle Milfeld Financial Advisor of The Bedford Group Kyle Milfeld Financial Advisor of The Bedford Group
7733 Forsyth Boulevard Ste 950
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I offer comprehensive financial advice and a broad range of solutions to help you and your loved one

The McMurtrey Financial Group at RBC Wealth Management The McMurtrey Financial Group at RBC Wealth Management
1 Brentwood Boulevard Suite 900
Clayton, 63105

We deliver fact-based, intelligent guidance to individuals, small business owners, and nonprofit organizations based on our 30+ years of financial and 20+ years of philanthropic ex...

James Szweda, Financial Advisor at Morgan Stanley James Szweda, Financial Advisor at Morgan Stanley
7733 Forsyth Boulevard, STE 2100
Clayton, 63105

Jeff Sahm, Financial Advisor Jeff Sahm, Financial Advisor
7733 Forsyth Boulevard
Clayton, 63105

Financial Advisor at Morgan Stanley A holistic approach to individual and family wealth planning.

Sheldon McGrath - Northwestern Mutual Sheldon McGrath - Northwestern Mutual
101 S. Hanley Road, Ste. 1900
Clayton, 63105

Sheldon and his team's mission is to deliver lifelong financial security to our clients.

Rick Hawkes, Branch Manager - Stifel Rick Hawkes, Branch Manager - Stifel
8182 Maryland Avenue
Clayton, 63105

8182 Maryland Avenue, Suite 110, Clayton, Missouri 63105

St. Louis Wealth Management Group at RBC Wealth Management St. Louis Wealth Management Group at RBC Wealth Management
1 N. Brentwood Boulevard Suite 900
Clayton, 63105

At the St. Louis Wealth Management Group, we take a team-based approach to deliver customized wea

The Babitz Financial Group - Northwestern Mutual The Babitz Financial Group - Northwestern Mutual
101 South Hanley, Ste. 1900
Clayton, 63105

Our mission is to help individuals, families and business owners live their lives by design.

Glitzy Bookkeeping Glitzy Bookkeeping
222 S Meramec Avenue , Suite 202-1030
Clayton, 63105

Glitzy Bookkeeping is the best and only virtual bookkeeping service that you will ever need!

Old National Bank - Commercial and Wealth Old National Bank - Commercial and Wealth
231 South Bemiston Avenue, Suite 325
Clayton, 63105