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From Financial Advisor to Financial Educator: How Mark Henry Is Changing the Conversation About Retirement

  • Milos Komnenovic

Who says personal finance has to be all spreadsheets, stock charts, and retirement calculators? A growing number of financial advisors are taking a broader approach, blending traditional wealth management with conversations about family, psychology, lifestyle, and even faith. Rather than simply telling clients where to invest, many now focus on helping people build healthy financial habits that can support them through every stage of life.

Business

Smart financial moves to make before year-end

  • LEE McPHERSON, AAMS, CRPS Financial Advisor, Edward Jones
  • Updated

As the year winds down, it’s the perfect time to make some smart moves before the calendar flips to 2026. Think of it as a financial tune-up that could help with saving money and setting you up for success in the months ahead. Here are some things to consider.