Edward Jones-Financial Advisor: Dustin Hocking

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Being retired and understanding social security Understand how Social Security plays a role during this important time in your life.

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

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

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.

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....

We are weeks away from Obliteride! And there is still time to support Team Edward Jones and help cure cancer faster this summer! Join over 180 Edward Jones participants in making a positive impact and promoting healthier futures.

Registration for the 5K walk/run closes on July 25 and registration for bike rides and virtual participation closes on Obliteride Day on August 10.

Click the link to join our Edward Jones team.

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

Cure Cancer Faster Fred Hutch Obliteride is a bike ride and 5K that empowers people to help cure cancer faster by raising funds for Fred Hutch Cancer Center. Every dollar we raise goes directly to work, advancing cancer prevention, detection, treatment, and cures that improve and save lives.

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Saving for retirement now? Tips for getting started

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

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

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

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

Being retired and understanding social security Understand how Social Security plays a role during this important time in your life.

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Register here:

Financial Advisor Opportunity for Career Changers Webinar

We believe that regularly reviewing your investment performance can help you determine if you're likely to reach your financial goals. But it's important to put that performance into perspective and take a long-term approach. Let's schedule time to determine whether you're on track.

Putting your performance into perspective Understanding your performance in the context of your long-term goals can help you stay on track.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Be aware: 6 red flags to help you recognize fraud (US|EN) Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

There’s so much information out there about investing, and a lot of it isn’t true. These 3 common investment myths could be holding you back.

Our personal finance hub How to manage your finances

Here are five lessons retirees wish they knew before they retired.

Retirement isn’t one-size-fits-all View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

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

The new year ushered in several changes to retirement accounts, contribution limits and insurance premiums. Here’s how they could impact your financial strategy.

5 changes that could impact your retirement (US|EN) Understand how these five changes in 2024 can impact your retirement and financial strategies.www.edwardjones.com/us-en

Build the career you imagine by becoming an Edward Jones Financial Advisor. Learn more at our next Financial Advisor Opportunity webinar.

Register here:

Financial Advisor Opportunity for Career Changers Webinar

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

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

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.

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

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.

Registration Form - 7 Ways to Withstand Volatility (US|EN) | Edward Jones What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...

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.

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Account options at Edward Jones Here’s what we offer

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.

If you have changed jobs then whats your old employer retirement plan doing?? Lets discuss your options...give me a call orshoot me a message if you would like to learn more...

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.