Edward Jones-Financial Advisor: Chris Marcoux

5, 4, 3, 2, 1! What is your New Year’s resolution?

Let it snow, let it snow, let it snow! What is your favorite winter activity?

2023 is just around the corner. What are you looking forward to next year?

Happy Kwanzaa! We’re wishing you and your loved ones peace and happiness throughout this year’s celebration.

Wishing you and your loved ones a merry Christmas.

Season’s greetings! What is your favorite holiday tradition?

Get to know Online Access and mobile app (US|EN)

Still on the fence about Online Access and our app? Get a quick and convenient sneak peek of what it's like by visiting our Get to Know Online Access and our app site. Then sign up so you can view a snapshot of all your accounts, track progress toward your goals, communicate with us—and more!

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

What is your favorite holiday meal?

Talking to your parents about money

The holidays are a great opportunity to have important conversations with your parents about finances — as long as you give them notice, of course. If you’re getting ready to approach a difficult conversation, make sure to avoid these pitfalls.

Talking to your parents about money Here are some things to avoid

December 18 marks the first day of Hanukkah. Happy celebrations to you and your loved ones!

Benefits of working with Edward Jones

How can I help make a positive impact on your life? There are several ways, from helping you prepare for the unexpected to providing emotional guardrails. Take a look.

Benefits of working with Edward Jones How our team can help

401(k) rollover options

You typically have four options for your old 401(k). Take a look, and then let me know what other questions you have.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

What’s a 529 plan?

One financial strategy to consider when it comes to saving for education.

What’s a 529 plan? Saving money for college

Are you emotionally ready to retire?

It’s easy to see retirement as a purely financial decision, but stepping out of the workforce takes emotional readiness, too. Try asking yourself these 5 questions as you start to explore your retirement vision.

Are you emotionally ready to retire? Read more here

Thinking about your estate strategy?

Now that you’re in your 50s, it’s a good time to revisit your estate strategy to help protect the things you love.

Thinking about your estate strategy? Visit our estate strategy hub

Healthy Financial Habits

Financial health is a critical component of your and your family's overall well-being. Learn more about how you can develop good habits and make sure your children do, too. We have the resources to help you get there.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

The secret to balancing fun and finances

Who says you can’t have fun on a budget? Read how to save money while still enjoying life to the fullest.

The secret to balancing fun and finances Here’s how you can do it

Why you should name beneficiaries

It may feel daunting to review your accounts, identify your options and name the right beneficiaries. We can work with you now to help your choices align with your overall estate strategy.

Why you should name beneficiaries Where to begin

Build a budget that works for you

A good budget is key to a successful holiday season. Whether you need to create one or just make a few updates, these tips can help you prepare for the festivities to come.

Build a budget that works for you If you’re ready to start budgeting your way to your financial goals, I can help.

What your credit score means

When was the last time you checked your credit score? If you’re looking to borrow money, buy a car or even apply for an apartment, it’s important to know your standing. Learn more about what your credit score actually means, and try our tips for helping raise it.

What your credit score means Are you keeping score?

Online tools to help meet your goals

Your financial goals are as important to us as they are to you. Here are some of the online tools we offer that you can access at any time.

Online tools to help meet your goals Here’s how we support you

Creating a Budget

Do you overspend every holiday season? Get ahead of the game this year by creating a budget that takes all your holiday plans into account. Get started here

Creating a Budget Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

Happy Thanksgiving! However you’re celebrating today, we’re wishing you a peaceful and gratitude-filled holiday.

Things To Consider Before Retiring Early

When to retire is a crucial decision. Let's discuss what makes the most sense for your personal situation.

Things To Consider Before Retiring Early Retirement does not have to be an all-or-nothing decision.

With the holidays fast approaching, it’s a good time to prepare by taking another look at your budget. Send me a message and let’s review it together.

Should I count on Social Security?

Social Security definitely isn't a silver bullet for retirement, which means you'll also be responsible for much of your retirement income.

Should I count on Social Security? While we think Social Security will be around, we also think it’s best to focus on what you can control.

Gain a Big-Picture View

Trying to organize all your important financial documents before the end of the calendar year? With Online Access, you'll get electronic versions of your statements, trade confirmations, shareholder materials, tax documents and other forms.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

10 Things You Should Know About Inflation

What do you get when you combine rising prices with increased volatility? Lots of confusion. Here’s an easy-to-understand piece that breaks down what inflation is, why it’s happening, and how you can prepare for an uncertain future.

10 Things You Should Know About Inflation After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.

IRA vs. 401(k)

While 401(k)s and IRAs help you save for retirement in a tax-advantaged manner, they differ in important ways. Let's take a look and let me know if you have any questions.

IRA vs. 401(k) Benefits to having both

Sending a child to college

Your child has finally flown the nest ... what’s next? Here are 6 things you can do to prepare for life after high school.

Sending a child to college 6 things to consider

Understanding your social security options

Take a closer look at these important Social Security considerations.

Understanding your social security options Some things to think about – from your life and family, to how taxes may impact your decision.

When it comes to the role of family in charitable giving, less than a quarter of givers’ families are directly involved. But among those who work with a financial advisor on charitable giving, the majority hope to bring their families in on such conversations — even if just to ensure their families are aware of their intentions.

Among the many tools available to those seeking to maximize the impact of their charitable giving is a donor-advised fund (DAF). A financial advisor can help navigate DAFs and other available options to help maximize the impact of charitable giving.

Your education savings checklist

Here's a simple checklist to help get you started.

Your education savings checklist How to get started

Do I need estate planning in my 30s?

If you’re in your 30s, you’re still getting started with your career and family. But it’s not too soon to think about estate planning – because you’ve already got a lot to protect.

Do I need estate planning in my 30s? Even though you’re young, you need an estate plan. No one can predict the future – so you’ll want to take steps to protect your family.

Life doesn’t always go according to plan

Life insurance needs can change over time; the coverage you have today may not be what you need tomorrow. Be sure your family is protected.

Life doesn’t always go according to plan Prepare for the unexpected

Most Americans who give are motivated by altruistic reasons, including a desire to help people in need, make an impact in their communities or help society at large. That said, roughly two-thirds of givers don’t follow a set schedule for giving. Understanding what options and resources are available can make charitable giving more purposeful, impactful and rewarding. Working with a financial advisor to put charitable giving in the context of an overall financial strategy is a great way to start.

Here's how long it would take a typical millennial to save enough to buy a home

Interesting article. Let's talk about ways to find more saving opportunities in your financial strategy.

Here's how long it would take a typical millennial to save enough to buy a home Wage growth for millennials is being undercut by rising inflation rates, particularly for home rental costs.

Consider charitable gifts of money and time

It’s the season for charitable gifts. Look for ways to expand your charitable giving – both financially and personally.

Consider charitable gifts of money and time Charitable giving has benefits for the giver and receiver