Edward Jones - Financial Advisor: Richard Paul

Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk. Here are 4 key tips to help get started.

The Great Wealth Talk: 4 tips to help normalize the inheritance discussion (US|EN) Having discussions about the inheritance you're planning on leaving doesn't have to be uncomfortable. Explore these four tips that can help normalize the conversation.www.edwardjones.com/us-en

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

The Next President Is Unlikely to Sink the Economy—or the Stock Market Dire predictions about past presidents have usually proven to be wrong.

It's never too late to develop financial skills, no matter what stage of life you're at. From just beginning your career to nearing the start of retirement, we can help you take control of your financial fitness.

Take control of your financial fitness (US|EN) Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

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

Financial markets can sometimes seem as unpredictable as Midwestern weather in March. But even though we can't predict market changes, it's important to remember what we can control: how we prepare for and respond to changes.

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

You've worked hard developing your financial advising practice. Now it's time to consider the next chapter for you and your clients. Our thoughtful, turnkey process will help you preserve your legacy

Learn more: https://bit.ly/3xZWPCH

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

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Talking to your family about how you want to pass along your wealth can be emotional. But there are ways to feel more confident and prepared to broach the subject.

Check out our latest guidance, and don't hesitate to reach out for support in the process: https://bit.ly/4d66ypR

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.

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.

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

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Family Conversations about Money Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

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.

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

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

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

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.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Defining your legacy Ensuring your assets are handled according to your wishes requires planning.

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

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

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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

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement could be at risk. Here are 9 strategies to help protect it. (US|EN) Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

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

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.

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

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

Do you believe these 5 myths about HSAs? (US|EN) There's still a lack of clarity around the power of health care savings accounts (HSAs). Did you know an HSA can also be a savings tool for retirement?www.edwardjones.com/us-en

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.

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.

Let's build your financial preparedness for America Saves Week.
Having an emergency savings fund can help ensure a surprise expense doesn't knock you off track.

Building Emergency Savings Learn why and how to save for emergency expenses. From Edward Jones and EVERFI

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...