Save and invest for retirement
Make the most of your Edward Jones Retirement Plan (Opens in new tab) by contributing at least $500 a year to get the firm’s dollar-for-dollar match. Visit the Retirement Plan website (Opens in new tab) to check your balance, update contributions and explore your investment options.
Get help planning for retirement
It’s never too early to get started! Even if you think you’re all set, you might learn a little more from Headspace (Opens in new tab) (company code edwardjones). If you are a home office associate, whether on campus or home-based, you can take advantage of financial planning services (Opens in new tab).
Build up your savings to cover health care costs
Health care expenses are inevitable, but you can prepare for them.
- The Health Savings Account (Opens in new tab) lowers your taxes while you build your savings – and investments – to cover costs now or in the future.
- A Flexible Spending Account (Opens in new tab) is another way to lower your taxes and save for expenses you’re expecting over the next year.
Improve your financial wellness mindset
Thinking about money can be stressful. Build your skills and create a healthier relationship with money with videos, online courses and meditations through Headspace (Opens in new tab) (company code edwardjones).
Protect your current income
How will you pay the bills if you can’t work? Edward Jones automatically provides basic disability (Opens in new tab) insurance, and you can purchase more.
Voluntary (Opens in new tab) benefits also provide extra cash if you’re diagnosed with a critical illness or have an accident or hospitalization.
Protect your loved ones
What will happen to your property and savings when you’re not around?
- The first thing to do is update your beneficiaries for your retirement (Opens in new tab) and Health Savings (Opens in new tab) accounts.
- Edward Jones provides basic life insurance (Opens in new tab), and you can purchase more at group rates. Check your beneficiaries there, too.
- The firm’s Planning Your Estate guide (Opens in new tab) can help you take steps today to provide for your loved ones in the future.
- You can get connected with legal help for wills and estate planning through Headspace (Opens in new tab) (company code edwardjones) and legal plan coverage (Opens in new tab) from MetLife.
Prepare for medical expenses in retirement
Need help understanding, navigating and enrolling in Medicare? Explore your options free of charge with SmartConnect (Opens in new tab) at 833-460-4726.