Will Southwell on LinkedIn: Elections and the markets: 4 lessons from the past (2024)

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

Women investors often have unique factors to consider when planning for retirement and future health care costs. Let's talk about what's most important to YOU and plan an investment strategy that helps you reach your financial goals.

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

In 2023 Edward Jones supported more than 863,000 529 plan participants with more than $16 billion in assets under care, putting more people on the path toward a higher education.Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4bcxvag

We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial goals. Lean more about these steps, and then let's meet to start planning your path forward.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.