Edward Jones-Financial Advisor: Matt Salin

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

The world keeps turning and sometimes, we need a break. Check out our tips to practice mindful behaviors and keep your stress low.

Mindful Living Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

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

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

Retirement goes beyond just dollars View our list to prepare

Many of us have a home improvement wish list but may not know how to turn those ideas into action. Check out these four tips to help you plan how to afford a big remodel and then call me to discuss.

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 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

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

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

Services to help your business thrive What to keep in mind.

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.

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Budgeting for Families Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

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

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

6 life events that might impact your estate plan Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

Grandparent-owned 529 education savings accounts will no longer affect financial aid beginning with the 2024/2025 school year.

Grandparents gift to a 529 account | John Hancock Investment Mgmt Did you know that grandparents can open and maintain a 529 education savings account without worrying about financial aid eligibility?

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

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage of a 529 plan even if your child doesn’t need it for college.

6 ways to take advantage of a 529 if your child doesn’t need it for college Learn what to do with a 529 plan when your child doesn’t need it for college.

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Putting your performance into perspective Understanding your performance in the context of your long-term goals can help you stay on track.

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

In a study we conducted, one-quarter of respondents revealed they'd like to learn more about investing, debt management and retirement planning to help build a stronger financial future. Boost your financial knowledge with one (or more) of these lessons.

Strengthening Your Financial Credit. Managed debt strengthens credit scores and opens doors

I'm proud to be part of a team of area Edward Jones financial advisors participating in the American Heart Association's "Heart Walk" on June 1st. Help me save lives!

We are raising money for lifesaving research + participating in my event. Donate to our efforts and your heart will swell knowing you did a lot of good today!

American Heart Association Heart Walk The Heart Walk is the American Heart Association's premiere event for raising funds to save lives from USA's #1 and #5 killers - heart disease and stroke.

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

Happy Birthday weekend to this lady! Thanks for all you do to serve and love our clients so well, Alison.

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

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence as you enter retirement.

Why you should plan early for long-term care (US|EN) If you’re not prepared, a long-term care event can easily derail your retirement plan, so it’s best to start planning early.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

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Balancing the family budget Know where your money goes

Learn how your investments are taxed and how to potentially reduce your future tax burden.

How are my investments taxed? We lay out the three different types of investment taxes and what they mean.

Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate things. Save yourself the confusion with this easy-to-understand piece on its tax implications.

10 Things You Should Know About Capital Gains Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

Home and auto insurance premiums are on the rise. Fortunately, there are steps you can take to potentially lower your premiums while maintaining coverage.

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