Edward Jones-Financial Advisor: Pam Gerrish Nelson

Certificates of deposit (CDs) are typically considered among the lowest risk investment options, but whether they could work well for YOU depends on your long-term financial goals. Call me to discuss how CDs could fit into your investment strategy.

How to Invest in CDs See Edward Jones' tips when buying CDs.

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

Good morning from PVB
Another beautiful day out here.
Happy that I get the privilege to come out to watch the sun rise on Sunday and share with you all.

Enjoy football today!

Today I did the Marine Corp Marathon virtually in PVB.
Due to injuries the last two years, this was my first marathon🎉
All done and will do the Donna in February😊 As a breast cancer survivor, I feel blessed that GOD gives me the strength to do this run🏃🏻‍♀️
Will be at the beach in the morning and hope to get the beautiful colors like this morning.

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

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

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.

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Protect yourself against fraud Stay informed

Good morning from cloudy, nor’easter weather PVB.
Sun buried in the clouds this morning.

Wish I could send the sound of the angry waves this morning. Listening to the ocean, even today, is always enjoyable to me. And I’m NOT a water sport person🤷🏻‍♀️

If you are in JAX, the air show is going on at NAS, BLUE ANGELS at 2:30.
Have an awesome day everybody!

Good morning from PVB
what a beautiful morning. Who would have thought we had a hurricane a few days ago.
Enjoy this beautiful day, Jaguars win a game overseas today!

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help you determine which choice is right for YOUR situation.

Thinking about permanent life insurance? See if it’s right for you

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs) when it comes to saving for your child's education without sacrificing goals you want to achieve in retirement.

Saving for both retirement and college? Your financial advisor can help you balance your saving strategy to achieve both goals.

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

Good morning from PVB
Oh my, here we go again, another hurricane!
Be safe my friends on the west coast of FL.
We will surely be wet this week from the storm, but praying no damage from this storm.
Be safe out there!
Hugs
Pam💕

By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.

Charitable stacking: A long-term strategy with tax benefits (US|EN) By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.www.edwardjones.com/us-en

Happy Rosh Hashanah! Wishing you peace, health and many blessings this year and for years to come.

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.

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

Come enjoy wine at Blue Bamboo, wine specials on Monday
Holly will take care of you.

Good morning from PVB
The ocean was so calm today. Would not know we just survived hurricane Helene.
So blessed again!
Have a great week everyone❤️

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.

www.edwardjones.com

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.

Good morning from PVB.
The water was calm, temp comfortable and no rain!!
Have a wonderful week and get out and enjoy the fresh air😊

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.