Rebecca Stewart, Financial Advisor

Here's a closer look at advance planning for business exit strategies. Happy to discuss in further detail.

Advance planning for your business exit strategy Business continuation is a strategy to help ensure the new owner is prepared to lead the company.

Teamwork is key to helping you meet your retirement goals. I can meet with you and your tax professional to create a strategy designed for your financial future.

Take a closer look at these important Social Security considerations.

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

It’s never too early to start estate planning. Take charge of your family’s financial future and use these tips to begin solidifying your strategy.

Ready to start estate planning? 5 tips to guide you

From probate and types of trusts to how to select a trustee, we’ve answered the most common questions on estate planning. When you’re ready, let’s talk about how you can take the next step in your estate strategy.

Common estate planning questions Answers on a range of topics

Getting married is an exciting chapter in anyone’s life. As you and your partner plan your new life together, here are some financial tips to help you stay on track.

Financial checklist for newlyweds (US|EN) Before getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

Making summer plans? Be sure revisiting your financial strategy is on the list.

3 milestones to help achieve financial stability Getting there is often the hard part. These milestones can help you on the road to financial stability.

Leave your legacy. With an estate strategy, you have control over your finances and what you value. And estate strategies are not just for the wealthy — everyone should consider one. Let’s meet to discuss yours.

Thinking about your estate strategy? Visit our estate strategy hub

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Market compass Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

We’re now squarely in the middle of 2023. What are we watching for the second half of the year?

Market compass Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

Whatever your financial needs, we have retirement, investment and life insurance calculators to help you. These are great tools to estimate your investments and plan for your financial future. Let’s chat.

Use our financial calculators Estimate your future value

Life insurance has a lot of inputs, including liabilities, income replacement and expenses.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

Plans change, but preparing for the unexpected can help. We've got your guide to choosing the right insurance to help protect you against events you didn't see coming.

Preparing for unexpected events See how insurance can help

Conversations about inheritance and your legacy may not be easy, but they are important. Here are some conversation starters to use with your kids.

3 ways to talk to your children about inheritance Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

By not putting your own estate plan in place, you have a “strategy” by default: the laws of your state. Set up your estate the way you want it.

Ready to start estate planning? 5 tips to guide you

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Today we honor those who have sacrificed their lives for our country.

529 Day is this Monday. Let's talk about your plans to save for the future.

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

When Should You File for Social Security? For the answer, you might need to ask a different question

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

What to do with your cash right now Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

Being an estate executor is a big responsibility and time commitment, but it can be rewarding. You become the person, or part of a team of co-executors, who ensures the intentions of someone you care about are carried out. Learn more here.

Have you been asked to be an executor? Here are considerations if you’ve been asked to be an executor, or if you’re considering who would be the best executor for your estate.

Did you know that women are more likely to have Alzheimer’s and more likely to be caregivers for those living with the disease? We fight to end Alzheimer's in their honor.

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Can high earners still invest in Roth IRAs? Backdoor Roth IRA an option for high earners

With recent market volatility and continued uncertainty, you may find yourself asking, “Should I keep my money in cash or invest it somewhere else?” Watch this webinar live on May 24 at 3:00 CT or on demand after.

Making Cash Work for You, No Matter the Market Environment Wednesday, May 24, 2023 at 3:00 PM Central Daylight Time.

While headlines are likely to focus on the risks to the economy, we think conditions warrant a more positive outlook.

Market compass Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.