Financial Advisor: Michael Sorvillo

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

Checklist: Five signs you might need life insurance When is it time to purchase life insurance? Learn the signs to watch out for.

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn 5 common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

After a year of market ups and downs, how do you feel about your financial situation? Discover year-end actions you can take to help keep your financial strategy on track. Watch this webinar live on Nov. 15 at 3 p.m. CT or on demand after.

Year-end Moves for Your Financial Strategy Wednesday, November 15, 2023 at 3:00 PM Central Standard Time.

Workplace retirement plans are a terrific way to attract new talent and retain your most valuable employees.

Your employees count on you Plans for your employees

There's more to consider about renting versus owning a home than building equity. Review these pros and cons and contact me to discuss which option works well for your financial goals.

Rent vs. buy: Which is best for you? Are you deciding whether to rent or buy? Here are four things to consider when deciding between renting vs. buying.

Markets are up for the year, but major indexes have been more volatile lately. Where are the opportunities in today’s market?

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.

Wishing you all a very happy Labor Day! What did you do to soak up the long weekend?

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

Looking to take your practice to the next level?

Join us in New York at the Financial Advisor Opportunity Event on October 19-20, 2023.

https://bit.ly/482Ir9C

By building financial literacy, family members from tweens to young adults can start on the path toward long-lasting financial strength. Discover actionable tips and resources to teach your kids, or yourself, about finances. Watch this webinar live on Sept. 20 at 3 p.m. CT or on demand after.

Building Financial Literacy as a Family Wednesday, September 20, 2023 at 3:00 PM Central Daylight Time.

Join us and meet Edward Jones to learn why our firm is the right place for your future.

Our premiere event for licensed financial advisors will be in Dallas on November 2-3, 2023.

https://bit.ly/3sxUATL

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Investment calculator: Realize the power of long-term savings What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Are your 401(k) contributions keeping up with your salary? Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave.

Learn more: edwardjones.com/newretirement

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of the big event. Review our financial checklist for newlyweds to help you start that crucial conversation with your future spouse.

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

Moved into the new office a few months ago and couldn’t be happier. Still need to finish some items in the space. Getting great feedback from clients and prospects. Hope everyone has a great day and weekend.

Is retirement in your sights? Here’s what you should know about how to position your portfolio as you near retirement.

5 steps to help position your portfolio when nearing retirement As you edge closer to retirement, consider these 5 actions for your investment strategy.

Property investment, like house flipping or buying rental properties, can be an exciting topic. Learn more to see if exploring the world of property investments is right for you.

Investment Property Explore the world of property investment to see if it is right for you. From Edward Jones and EVERFI

Your credit score has a big impact on your ability to buy a home. We have 7 actions you can take to work on improving your score!

Credit Scores and Reports Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Resilient choices and the new retirement Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

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.

To all the women who’ve been there for us since day one: for helping to shape us into who we are today, for being there without judgment and for doing your best to show us the way – we wouldn't be where we are today without you. Happy Mother’s Day!

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.

Now that you’re in your 50s, it’s a good time to revisit your estate strategy to help protect the things you love.

Thinking about your estate strategy? Visit our estate strategy hub