Edward Jones - Financial Advisor: Alyssa Jennings

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Have you explored estate planning? Learn how and where to start

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How Brain Health Could Affect Your Finances How to prepare for the expense of potential cognitive decline

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

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....

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.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.

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

Read about education savings strategies From 529s to bonds, etc.

Financial markets can sometimes seem as unpredictable as Midwestern weather in March. But even though we can't predict market changes, it's important to remember what we can control: how we prepare for and respond to changes.

Steps to weather the market's ups and downs Ups and downs in the markets can be emotional. Here's how to prepare yourself and your portfolio.

Don't forget to register for our All-Star Tax Series, an accredited continuing education program designed for CPAs, EAs and attorneys. The best part? You can attend these webinars from the convenience of your own home, office or favorite coffee shop.

The All-Star Tax Series - Sponsored by Edward Jones Stay up-to-date on the hottest tax topics with convenient monthly broadcasts. Attend in a small group setting at a participating Edward Jones branch.

Rising gas prices are often a hot topic, not to mention a big concern for those who lack an emergency fund. It's never too late to build a "rainy day" strategy, even if you're already enjoying the retirement stage of life. Let's set up time to discuss how you can handle life's unexpected events.

Do you need an emergency fund in retirement? Emergency funds are important to any financial strategy, even in retirement. Here’s some advice on how to prepare for emergencies that may occur.

Concerned about market volatility? Our Managing Partner Penny Pennington shares why it’s critical to take the emotion out of investing.

Edward Jones CEO on Managing Risk and Where to Find Opportunity Now Managing Partner Penny Pennington talks about how to invest in a volatile market.

Join us for a networking event in partnership with the National Black MBA Association Kansas City Chapter on Thursday, Oct. 19 from 5:30-7:30 pm at Brio Italian Grille Country Club Plaza - 502 Nichols Rd. Kansas City, MO 64112.

Register here:

Edward Jones, NBMBAA® Kansas City

Research shows that we—not our genes—have a great deal more control over our cognitive health than we may realize. Here are some simple steps that can help protect your most valuable asset: your brain.

How to Age-Proof Your Brain Here are some simple, evidence-based steps that can significantly protect your brain

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.

You have to worry about a lot of numbers in retirement. But dollars and cents aside, there’s one surprising number you may take for granted. Here are five questions to consider when assessing the “where” in your retirement planning.

Why Your ZIP Code May Predict Your Quality of Life in Retirement Retirement planning is all about numbers. Yet, there’s one number most of us take for granted or don’t even consider.

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!

In speaking with CNBC recently, Managing Partner Penny Pennington admits it can be hard for others to identify their personal purpose. But, she says, “it’s become more tangible for people over the past two or three years because I think we’ve all been invited to think, what is all this about?"

Here are five lessons retirees wish they knew before they retired.

5 Lessons Learned From Today's Retirees Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

The steeper rate path than the one officials projected in June highlights the Fed’s resolve to cool inflation and likely means further tightening in financial conditions, slower economic growth, and higher unemployment. Have further questions after checking out our commentary? Give me a call.

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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

You are invited to our Donate & Celebrate Event on Thursday, June 30th from 4 -7 p.m.! To wrap up the Harvest 100 food drive, meet us at Roe Park (10400 Roe Ave, Overland Park, KS 66207) to drop off non-perishable food donations. Stay for fun and treats from Kona Ice & The Tasty Unicorn. Let's celebrate our community effort to help reduce food insecurity in Kansas City. Everyone is welcome!

The average tenure of a leader in the financial services industry is 8.4 years. At Edward Jones, we’ve had just six managing partners over the course of our 100-year history. These leaders have offered stability to our firm and clients and helped us deliver on an investment philosophy focused on long-term investment strategies and diversified portfolios filled with quality investments.

Pat Jones, the wife of former Edward Jones Managing Partner Ted Jones and a symbol of sustainability for our firm, had an inspiring commitment to conservation and sustainability. It reminds us that we’re also here to invest in our planet to ensure a bright, sustainable future for all.

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

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

Over 100 years, women at Edward Jones have lit the way for a bright, bright future. One such important woman includes Marion Dickey. She empowered women across the nation in the ‘60s as the president of the National Woman’s Ad Club before becoming Edward Jones’ first female financial advisor.