Edward Jones - Financial Advisor: Tom Fagan

In 2020, we faced a triple crisis: the pandemic, the economic volatility and the social justice movement that sparked a long overdue national conversation about racial justice. In a recent article, Financial Advisor Abercrombie, discusses three lessons from 2020 that helped him be there for his clients when they needed him most . [EDJ2021]

3 Key Lessons From a Year of Crises - Edward Jones In 2020 we were wrestling with a triple pandemic — the health and economic fallout from COVID-19, as well as the social crisis that sparked a national conversation on racial justice that forced us to ask ourselves: Are we doing enough to make things better?

With the right strategy, you can balance saving for the fun things with your other goals.

Balancing fun and finances Even when you’re saving for retirement and all your other goals, you can put money aside for fun activities – but it will take some planning.

Curious about the innovations in care and research for Alzheimer’s? To support our clients and communities in the fight against Alzheimer’s we provide research, education and other resources to end this terrible disease.

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

Join us for our webinar, The New Retirement: Health, Family, Purpose and Finances on undefined

The New Retirement: Health, Family, Purpose and Finances Wednesday, July 21, 2021 at 03:00 PM Central Daylight Time. Join us for our webinar: The New Retirement, Health, Family, Purpose and Finances

It’s important to invest time in considering your retirement plans. I can help you prepare for the financial impact of retirement. Let’s connect.

Are you ready to retire? Define your retirement plan

Wanting to have a conversation with me, but not sure how to get started?

Find Your Starting Point Planning for your financial future? Our Starting Point tool can help you take the first steps.

Leaving a job? Let's connect to review your options for your existing 401(k).

What happens to your 401(k) when you leave a job? Know the 401(k) options available to you when you experience a job change. Should you leave it, roll it over or move it?

Let's celebrate our freedom from sea to shining sea.

Happy Independence Day On America's birthday, there is so much to celebrate and appreciate. We wish you a safe, festive and fun Fourth of July holiday.

I start by asking what's important to you - and then I listen.

Setting your path We use an established process to help you reach your goals.

Edward Jones supports fairness in the workplace. This Pride Month, we are proud to put our values into action by announcing our support for the Business Coalition for the Equality Act. The Business Coalition for the Equality Act is a group of leading U.S. employers and HRC member companies that supports federal legislation that would provide the same basic protections to LGBTQ people as are provided to other protected groups under federal law. The Act creates clear, consistent protections to prohibit discrimination on the basis of sexual orientation and gender identity in employment. Read more about it here.

[EDJ2021]

Business Coalition for the Equality Act - HRC The overwhelming majority of America’s leading businesses have already started addressing workplace fairness for le***an, gay, bisexual, transgender and q***r (LGBTQ) employees. But we still need a federal standard that…

The day with the most light is the day we fight! On the longest day, help us fight the darkness of Alzheimer’s.

[EDJ2021]

Help Fight Alzheimer's on The Longest Day On June 20, 2021 - the longest day of the year - teams around the world will come together to honor the strength, passion & endurance of those facing Alzheimer's. Start a team for this Alzheimer's Association event!

This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful first meeting with me.

Find Your Starting Point Planning for your financial future? Our Starting Point tool can help you take the first steps.

Use our checklist to get ready.

Getting ready to retire: a checklist You plan, dream and talk about retiring for decades – and now it's in sight. Use this checklist to get ready.

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

[EDJ2021]

Identifying your end-of-life care preferences can be overwhelming. Let me help you begin your estate planning with these three scenarios to consider.

3 estate-planning strategies Learn three estate-planning strategies to help you identify your legacy goals and ensure your assets are distributed the way you want.

To all who have mothered us, we hope you enjoy your day!

Happy Mother's Day Spend today doing all the things that make you happiest – share time with family and friends, explore the outdoors or catch up on your reading list.

Happy Mother's Day! What's your favorite memory of your mother?

[EDJ2021]

The $1.8 trillion plan includes a variety of programs for child care, education and paid leave, as well as tax increases on high income earners to offset the increased spending.

Our market pulse at your fingertips We're committed to keeping you in the know about the latest market movements.

Money Conversations Across Generations Wednesday, May 19, 2021 at 03:00 PM Central Daylight Time.

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

My Priorities Quiz Helps Visualize Your Goals Ready to develop your financial goals? Give my branch a call today.

If you're in need of a little inspiration, here are some of the ways you can make an impact, while also staying at home.

[EDJ2021]

Earth Day 2021 Every April 22, we celebrate Earth Day! See 10 wonderful ideas for caring for nature, plants, the land—and yourself!

"We are incredibly honored to be named by investors as delivering the highest level of satisfaction, especially during a year of challenge and volatility," said Edward Jones Managing Partner Penny Pennington.

Edward Jones Ranks Highest in Investor Satisfaction, According to J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study Scoring 38 points over industry average, Edward Jones was ranked number 1 by investors.

Make your retirement health a priority Wednesday, April 21, 2021 at 03:00 PM Central Daylight Time. Join us for our webinar: Building financial and emotional resilience. https://event.on24.com/wcc/r/3008152/C30F874786949A066C6A68D60F0CE615

When should you take Social Security benefits? Learn the four factors that could affect your decision about timing.

Taking your Social Security benefits early? 4 things to know Know these 4 considerations when deciding if taking Social Security early is the right decision for you.

You now have until May 17 to make a 2020 contribution to a traditional or Roth IRA.

Tax season calendar View important deadline dates for traders, furnishing tax forms and filing tax returns.

These could play a role in your education savings strategy. Take a closer look.

Education savings Create an education savings strategy that will make the grade.

We've made finding a financial advisor easier. Answer a few questions about yourself, and we'll recommend local financial advisors who are ready to help you achieve your financial goals. Check it out.

Find Your Best Financial Advisor Matches | Edward Jones Choose the best financial advisors for your needs, from retirement savings to wealth strategies. Take the Edward Jones Match quiz today.

Are you thinking about buying your first home this year?

First-time homebuyer's checklist Saving for your first home? This checklist has tips to help you prepare for homeownership.

Your Edward Jones tax forms can be found here. [EDJ2021]

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