Edward Jones - Financial Advisor : Holly Benson

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach

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.

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.

Hear firsthand from our Managing Partner Penny Pennington about the state of the financial services industry and how critical our relationships with our clients are today.

What Financial Advising Looks Like Now The financial advisory industry has faced many changes as market conditions and new technologies have evolved over the past few years. We discuss the state of the industry, what FA's need to do to adapt to these changes and continue to meet the needs of clients today, and in the future, with Edward....

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.

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Your W-4 can help avoid surprises during tax season (US|EN) Learn how your W-4 options can help determine if you get a refund or owe money come tax time.www.edwardjones.com/us-en

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

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

Here’s to the land of the free and the home of the brave. Happy Independence Day!

Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

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

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?

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.

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

529 Plans Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

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/3xRuf5T

Happy Arbor Day! Trees help keep neighborhoods healthier. Let’s plant one for the community.

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.

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.

Happy Passover! From our family to yours. We’re so grateful to have you in our lives.

Happy Earth Day! Join us in helping our planet live its richest life. Even the smallest eco-friendly actions can go a really long way. Any suggestions?

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

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.

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.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over 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

Happy America Saves Week! This week is all about empowering you to achieve your financial goals and secure a brighter future. Take the time today to supercharge your savings journey with a savings account.

Savings Accounts Learning how to save money and the options available to you are a major key to financial success. From Edward Jones and EVERFI

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

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

Nearly 7 million Americans are living with Alzheimer’s, according to the Alzheimer’s Association®️. By 2050, that number is projected to reach nearly 13 million. 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.

Alzheimer’s is a fatal disease that can rob us of those we love. We join the Alzheimer’s Association®️ in sharing the facts about Alzheimer’s disease: alz.org/facts.

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