Edward Jones - Financial Advisor: Angela Castro

Looking to finish your financial advising practice with peace of mind knowing your clients will be taken care of and your legacy is recognized? Edward Jones has the succession plan you need

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

Join us for the next Financial Advisor Opportunity webinar. These 30-minute virtual events are designed to provide insight into the financial advisor role, how you can transfer your current skills and the opportunity to achieve work-life balance with Edward Jones.

Register here:

Financial Advisor Opportunity for Career Changers Webinar

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Stay up to date with the latest developments, trends and daily insights on the market.

Daily market snapshot Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Owner-only 401(k) plan Read through your options

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.

Should I max out my retirement accounts? (US|EN) Maxing out your retirement accounts seems like a no-brainer. The more you save, you the more you'll have in retirement. But before you do, consider your other priorities.www.edwardjones.com/us-en

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

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 we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

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...

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

Certificates of Deposit You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

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.

404 Error (US|EN) 404 Errorwww.edwardjones.com/us-en

The June 30 FAFSA deadline is coming up and we want you make the most of college funding opportunities. Brush up on what options are available to you, what sort of unexpected costs to consider and how much you should put aside for college savings.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role

Financial Caregiving Learn more about the responsibilities of caring for another person's financial wellbeing.

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.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

After an intensely volatile start to August, nearly all asset classes ended the month with positive returns, with most producing double digit returns over the last 12 months.

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

From personalized financial strategies to lifelong partnerships, an Edward Jones financial advisor supports clients at every stage of life. Explore the role and learn what a day in the life of a financial advisor looks like in our latest Careers blog.

What Successful Financial Advisors Do Every Day Learn more about the day-to-day responsibilities of a financial advisor.

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Do I need an estate plan? (US|EN) Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

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.

Secure your digital life! This Identity Theft Awareness Week, dive into our online lesson and arm yourself with knowledge to help keep your identity secure.

Identity Protection Learn how to protect your identity and personal information. From Edward Jones and EVERFI

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en