Edward Jones - Financial Advisor: Michael Scanlan
11/06/2023
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.
05/19/2022
If you’ve been thinking about your financial future, it may be time to revisit your strategy. Let’s talk through your goals and ensure you’re on the path to meeting them.
02/14/2022
Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and guaranteed income were the happiest in their golden years.
Let’s talk about your goals and purpose in retirement.
[EDJ2021]
These retirees are more likely to be ‘comfortable’ or ‘affluent,’ study finds These factors are most common among those who are "comfortable" or "affluent" in retirement, according to a study. Here are the key takeaways.
11/29/2021
Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.
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