Advanced Search Close Search
How outdated beneficiary choices can derail your plans
Gorge Life

How outdated beneficiary choices can derail your plans

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

When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form to fill out, but this simple step can affect your family’s future.

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.