Why the Midwest Is America’s Best-Kept Wealth-Building Secret
What if the smartest financial move you could make had less to do with the stock market and more to do with your zip code? The twelve states that comprise the geographic Midwest (Illinois, Ohio, Michigan, Minnesota, Indiana, Wisconsin, Missouri, Iowa, Kansas, Nebraska, North Dakota, and South Dakota) are home to over 1.6 million households […]
How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
“Jim” considers himself a savvy investor. He saved just over a million dollars before turning 50, but recognizing that he may have some financial blind spots he scheduled a meeting with a fiduciary financial planning firm. At the first meeting, the advisor asked him, “How do you pick stocks?” Jim provided various answers. He pays […]
The Most Expensive Hobbies in the World
The world of hobbies offers a vast array of options, from the affordable to the extravagant. Many exotic hobbies are typically reserved for the elite, but we’ll break down ways to make these hobbies more affordable.
Three Red Flags: How To Avoid Bad Financial Advice
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
5 Must-Know Financial Planning Tips For Recent Graduates
Are you a recent graduate who is ready to take the first step towards financial security? If so, let these essential financial planning tips guide you on your journey towards a prosperous future.
Celebrating Women Trailblazers in Finance
Celebrate Women’s History Month with us as we spotlight three trailblazing women in the finance industry. These pioneers led through strategic planning and bold leadership.
How Family Billing Saved One Family $65,000 Per Year
This case study shows how multi-generational wealth management creates significant fee savings while providing clarity and confidence across three generations.
Have You Outgrown Your Edward Jones Advisor?
Your Edward Jones financial advisor is a good guy, but at what point do you need to switch? When your financial situation becomes more complex it’s time to seek a second opinion. Here’s why.
Address Change Checklist: What to Do When You Move
Moving to a new home is an exciting adventure, but it also comes with a long list of tasks to ensure a smooth transition. Changing your address with various entities is part of the deal and can feel tedious and time-consuming. Hopefully, this comprehensive checklist will ease some of the stress and help you avoid missing any crucial updates.
Quick Reference Guide: Tax Numbers 2026
Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2026.