Edward Jones - Financial Advisor: Caleb K. Taylor

The June 30 FAFSA deadline is coming up and we want you make the most of college funding opportunities. Brush up on what options are available to you, what sort of unexpected costs to consider and how much you should put aside for college savings.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

10 Things You Should Know About Retirement From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/current-rates

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

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/43In8t0

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/4nWWea4

When it comes to your financial future, having the right people by your side can be a gamechanger. And your team at Edward Jones is right there with you to help you achieve what matters most. Because real wealth isn't just about numbers; the key to being rich is knowing what counts. Let's find your rich.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

10 investing rules of the road Tips for reaching your goals