Edward Jones - Financial Advisor: Olivia Price

Caring for an aging parent with dementia is challenging enough. Approximately 25% of dementia caregivers do so while also caring for at least one child. We join the Alzheimer’s Association®️ in sharing the facts: alz.org/facts.

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Planning to pay for your own education – or to fund someone else's? We can explore your options together and tailor an education savings strategy to help you meet your goals.

Planning to help pay for college? Start with these resources

Women investors often have unique factors to consider when planning for retirement and future health care costs. Let's talk about what's most important to YOU and plan an investment strategy that helps you reach your financial goals.

Women investors: We see your worth (US|EN) Women investors have unique considerations when it comes to retirement, Social Security and health care. While you need to be flexible, having a structured financial strategy is essential.www.edwardjones.com/us-en

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Are you saving enough? Let’s talk about your savings

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

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

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Longevity and the new journey of retirement Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Current rates Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

You can take positive steps today to protect your brain tomorrow. We join the Alzheimer’s Association®️ in sharing 10 Healthy Habits for Your Brain at alz.org/healthyhabits.

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Our investment philosophy is straightforward but powerful: Take a long-term approach to investment, keep an eye on the quality of your investments and diversify to help reduce risk. Let's discuss how this philosophy, developed for over a century, can help you work toward meaningful financial goals.

Our investment philosophy Start building your strategy.

Edward Jones has a long history of environmental stewardship dating back to Ted and Pat Jones and their work establishing the Katy Trail in 1990. Today, their stewardship legacy lives on, driving the firm’s ongoing work to positively impact our environment.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3LmREQj

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

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

Tapping into your 401(k): Withdrawal or loan? If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

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.

Caring for someone with Alzheimer’s can be exceptionally demanding. We join the Alzheimer’s Association®️ in raising awareness in honor of the more than 11 million family and friends who provide care to someone with dementia. alz.org/facts

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Are you emotionally ready to retire? Read more here

There are some proactive steps that could help improve your retirement income. Read these three benefits of delaying your retirement and then call to discuss whether this may be an effective strategy to help you achieve your own future income goals.

The value of delaying retirement Postponing retirement for just a few years, or even months, can have a big impact on your savings.

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

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.

At Edward Jones, we understand that retirement looks different for everyone. We work with our clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets, throughout their savings years and while living in retirement.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/44WVoku

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/3WO95Ab

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty?

Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

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!

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Shopping for Insurance Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.

The Great Wealth Transfer Talk Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Why you should name beneficiaries Where to begin

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing out. Here’s proof that timing the market is impossible.

There Are Always Reasons Not to Invest Staying invested in stocks despite negative news has historically been profitable.

We’ve surpassed more than 111,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $45 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025. Please consider registering for your local walk at alz.org/edwardjones

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Walk to End Alzheimer's | Alzheimer's Association The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Protect yourself against fraud Stay informed

Your goals are our goals. And your happiness is ours. Thank you to all our clients.
It's an honor to help you build a life you love.