Edward Jones-Finacial Advisor: Alexis Kopecky

A solid financial foundation can help you feel less overwhelmed, so that you are able to mark these events with more joy than anxiety. Below are six financial considerations.

Investing in your 30s What you should know

Check out this article, then let's discuss.

How much should I take from my Investments? How much you withdraw from your portfolio each year can play a role in how long your money could last.

Do you have questions about how we stay connected? Give me a call to discuss.

Online tools to help meet your goals Here’s how we support you

Everyone wonders about having enough for retirement, the right financial advisor can help. Take the quiz to find your match.

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.

Our senior investment strategist Mona Mahajan explained why we don’t expect a prolonged or deep recession.

The economy is heading towards a U-shaped recovery, says Edward Jones' Mona Mahajan Mona Mahajan, Edward Jones senior investment strategist, joins 'Squawk Box' to discuss the earnings reports, markets, and more.

I found this to be interesting - our stress and anxiety that surrounds talking about finances, and what we can do to help mitigate those.

Your brain may be sabotaging your financial or career success—and it's due to how you were raised The way you grew up financially may be limiting your outlook on what you think you're capable of in adulthood, financial experts say. Here's how.

I´m proud of our firm and the priority placed on being a place of belonging. We´ve ranked No. 3 on the 2022 list of "100 Best Workplaces for Millennials." The survey probed attitudes about high levels of trust, respect, credibility, fairness, pride and camaraderie.

Fortune® Names Edward Jones a Best Workplace for Millennials The survey is from Fortune® in partnership with Great Place to Work®. Results, based on data as of March 2022, were released July 18, 2022.

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.

It's a common fear. Let me walk you through our process and discuss your "what if" and "how to" questions.

A guide to saving and spending Will my money last?

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

From investment strategies to planning your estate, we have tools to help you reach your financial goals. Let's chat through how we can help get your personal finances in order.

Our personal finance hub How to manage your finances

3 tips for you to consider

What to do after paying off debt Tips for the next chapter

A 401(k) is one of the many vehicles that support your goals in retirement. Let’s find a time to talk about your retirement plans.

Is a good financial strategy in your future? Let’s talk about how to manage your finances.

Could you face a higher tax bill in the future? Take a look.

How soaring inflation may deliver a higher tax bill — especially for retirees, homeowners and high earners As the cost of living surges, Americans wrestle with higher prices on day-to-day costs. But higher taxes can be a sneaky added expense, especially for retirees.

An unexpected expense could easily derail your financial strategy – here's how prepare in advance.

Build your emergency fund Tips on how much to save

Whether you're a millennial or the parent or grandparent of one, here are 4 things to keep in mind regarding retirement savings.

A millennial's guide to retirement It's never too early to plan for retirement.

Have you noticed this trend?

Diners find rising food prices mean small portion sizes at restaurants Prices for meals away from home have increased for nine consecutive months.

Here's a helpful overview of what they are, and why you might consider investing in them.

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We only move forward with recommendations that align with our focus on quality, work well in a diversified portfolio, and are compatible with our buy-and-hold philosophy.

How we make recommendations Here’s a peek into our process

It's a topic that's on many people's minds. After checking out this article, what do you think?

Is it a better time to rent or buy a home? The gap between what it costs to rent and own has widened this year amid rising mortgage rates.

For millions of Americans, divorce has become a growing obstacle in retirement – doubling in the past 25 years. These strategies can help you find your financial footing as you plan for a new, financially independent future.

5 Steps to Take After a Late-Life Split Divorce is uncomfortable to discuss. However, not talking about its financial implications can create far greater discomfort.

If you've got a child or grandchild this age, share these 7 tips with them.

How to start investing in your 20s Here are some pointers

Tax-free savings is a huge benefit of 529 plans, but so is tax-free spending. Here’s how to avoid paying unnecessary penalties when you use your 529 savings.

Save Smart, Spend Smart: 10 Qualified 529 Expenses Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.

What you should be thinking about at this age to help you reach your financial goals in the future.

Investing in your 40s What you should know

Once you retire, it may take more effort to maintain your social connections. But you’ve got plenty of opportunities.

Four tips to stay connected in retirement Find new and strengthen existing social connections in retirement with these four tips.

Let me know if you have any questions – always happy to talk.

Bitcoin and cryptocurrency: Long-term potential or short-term buzz These virtual currencies have become popular. But are they good investments? Here's our guidance.

Overconcentration can limit your investment success because it may limit your opportunities.

Avoid overconcentration in your portfolio Are you holding too much money in too few investments? Here are a few tips on how to avoid this.

You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents. Here’s what you need to know about capital gains and your taxes.

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.

New to investing, but not sure how to get started? Take a look at this article, then give me a call to discuss.

How to start investing 7 ways to get started