Carol Otters on LinkedIn: There are some proactive steps that could help improve your retirement… (2024)

Edward Jones has a long history of environmental stewardship dating back to Ted and Pat Jones and their work establishing the Katy Trail in 1990. Today, their stewardship legacy lives on, driving the firm’s ongoing work to positively impact our environment. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3WC7lcV

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Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the next level. Join us June 12-14, 2024 for our Premier Due Diligence event.https:https://bit.ly/44zy1gp

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

We’ve surpassed more than 111,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $45 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025. Please consider registering for your local walk at alz.org/edwardjones Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Nearly 7 million Americans are living with Alzheimer’s, with another 11 million providing unpaid care for individuals fighting the disease, according to the Alzheimer’s Association®️. At Edward Jones we are doing our part to help find a cure by serving as a National Presenting Sponsor for the Walk to End Alzheimer's®️. Will you join us? www.alz.org/edwardjones Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week. We offer our take in our latest Weekly Market Wrap.

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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.

Feliz Cinco de Mayo! May your day be filled with great food, joyful music and the people who make every day a reason to celebrate.