Tuesday, June 2, 2020

Wendy Wilson

Wendy Wilson
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Leaving Your Job? What Happens to Your 401(k)?

If you’re in the early stages of your working life – or even in the not-so-early ones – the chances are pretty good that you will change jobs at some point.

Don’t Let Coronavirus Infect Your Investment Strategy

As you know, the coronavirus has become a major health concern, not just in China, but in other parts of the world, too – and it’s also shaken up the financial markets.

CARES Act Offers Help for Investors, Small Businesses

As we go through the coronavirus crisis, we are all, first and foremost, concerned about the health of our loved ones and communities.

Why Should You See a Financial Advisor?

The social distancing and stay-at-home orders necessitated by the coronavirus have led many of us to feel isolated.

Interested in Fixed Annuities? Beware of Common Misconceptions

You may be nervous about investing in annuities because of some negative things you’ve heard about them. How concerned should you be?

SECURE Act: Good News for Business Owners

If you own a business, you know that setting up a retirement plan for yourself and your employees can be challenging. But it may now be getting easier.

How Can You Make Your Money Last During Retirement?

It’s probably safe to say that many of us are concerned about having enough money to cover our retirement years.

What can a financial advisor do for you?

To work toward all your goals, such as a comfortable retirement, you need a comprehensive financial strategy. And for that, you might need to work with a personal financial advisor.

Take Greater Control of Your 401(k)

If your employer offers a 401(k) or similar plan, you’ve got a powerful retirement-savings tool at your disposal.

Is Market Timing a Smart Investment Strategy?

You may have heard that timing is everything. And in many walks of life, that may be true – but not necessarily when it comes to investing.