Edward Jones - Financial Advisor: Arnetta Tolley

Many people question whether their money will last through the entirety of their retirement years. One of the ways you can feel more confident is to prepare for the future with the help of a financial advisor. Another way is focusing on what you can control now — your spending habits.

A guide to saving and spending Will my money last?

Financial preparation is only one half of getting ready for retirement. Have you thought about whether you're emotionally ready? We recommend thinking ahead to help ensure you make the most out of your next big chapter.

Are you emotionally ready to retire? Read more here

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Have you explored estate planning? Learn how and where to start

End hunger one bag at a time.

For families staying at local chapters of Ronald McDonald House Charities to be close to their hospitalized children, there is often a nutrition gap as they prioritize their children's needs over their own. By collecting food during our Edward Jones Bag-a-Thon, we hope to help keep a well-stocked pantry so families can grab a snack or cook a healthy meal in the comfort of the home-like setting at the end of a demanding day.

Imagine the impact just one bag of groceries could make on a local family in need!

Consider stopping by with any amount of non-perishable food between October 7th and November 7th, and we’ll take care of the rest in cooperation with Ronald McDonald House Charities.

Click to learn how you can help and what’s needed most: https://bit.ly/40FFc79

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary. Edward Jones cannot accept gift cards, cash or checks as donations.

Life insurance doesn't just protect your loved ones if something happens to you — it can also help ensure a successful transition from one business owner to the next. Check out these three situations where this can be a useful strategy.

Should life insurance be in your business succession plan? Life insurance isn’t just for protecting your loved ones. See how you can use it for business continuity.

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Understanding your social security options Some things to think about – from your life and family, to how taxes may impact your decision.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

3 strategies to help reduce your capital gains tax (US|EN) Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.

Health care in retirement Make sure to prepare for costs

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Saving for retirement now? Tips for getting started

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

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

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

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

Our Managing Partner Penny Pennington recently joined Neil Cavuto on Fox Business to discuss the recent volatility in the market and how we're helping clients navigate.

Watch the conversation here: https://bit.ly/4g3U307

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

Preparing for the unexpected: Disability risk If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

If you haven’t begun thinking about estate considerations, you’re not the only one. That’s why I’m here to start the conversation. Send me a message so we can get started.

Everyone should have a legacy strategy Choose the tools you’ll use

Edward Jones associates positively impacted the CHOC Walk in the Park by raising over $14,000 to support pediatric healthcare programs, education and research.

This year’s walk raised over $2.3 million (and counting), with Edward Jones supporting as a silver sponsor, to fund compassionate care for patients and families at CHOC and CHOC at Mission Hospitals.

We are proud to have joined over 6,000 participants bright and early to promote healthier futures and support the health and well-being of children in Southern California.

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

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.