Edward Jones - Financial Advisor: Pama Barber

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Finding common ground doesn’t mean giving something up. It means building a plan that works for both of you.

Discover practical ways to talk through differences and move forward together: https://bit.ly/4xk0p44

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

When Should You Take Social Security? Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Tapping into investments when cash falls short: retirement vs. taxable accounts (US|EN) Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3RAYx6Y