Edward Jones-Financial Advisor: Amanda Reyes RICP

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

Read about education savings strategies From 529s to bonds, etc.

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Setting inheritance expectations Fund your legacy

If you'll soon retire, or recently have, market volatility may feel especially unsettling. And that’s understandable because at this point in your life, market downturns can have an outsized impact on your financial security.

That’s why now is a good time to stress-test your retirement income.

First, start by confirming how much you rely on your portfolio for income and how a market drop may affect your short-term needs.

Then consider whether you have enough in an emergency fund to help you through. Three to six months’ worth of essential expenses is a standard rule of thumb.

And think about where you could adjust your spending, and if you need to reduce your exposure to riskier assets such as stocks.

If you’d like help stress-testing your retirement income plan, I can help you evaluate your options and stay focused on your long-term goals, even when the markets are anything but steady.

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While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, which can help protect you and your family during incapacitation, ensure accurate distribution of your assets to your heirs and help minimize unnecessary fees and taxes.

Have you explored estate planning? Learn how and where to start

This season is about independence and reflection. A clearer financial picture can help you move forward with confidence, whatever your next step looks like.

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Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/44CKSj3

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

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