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.
(The Center Square) – More than one in five Michigan residents could see their Social Security benefits reduced by 2032 if Congress fails to address the program's looming insolvency.
(The Center Square) – Over 60 million Americans could see their monthly Social Security checks slashed by $500 on average starting in 2032, according to a new report analyzing the impacts of the retirement trust fund’s insolvency.
LEE McPHERSON, AAMS, CRPS
Financial Advisor, Edward Jones
Updated
Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million and buy the beach house you always wanted.
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.
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.
