Edward Jones- Financial Advisor: Joseph Heintzelman

07/23/2021

Still searching for a summer getaway? Here are some financial tips for traveling post-pandemic.

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With the COVID vaccine rollout gaining steam, travel is beginning to seem possible again. While there are still safety precautions to keep in mind, everyone could use a vacation after enduring the …

07/23/2021

Let the games begin! Did you know that five new sports were added to the Olympics this year? Learn more facts about the 2020 Tokyo Olympics here.

[EDJ2021]

Read CNN's Fast Facts about the 2020 Tokyo Summer Olympics in Tokyo, Japan, postponed until 2021 due to the coronavirus outbreak.

07/22/2021

Don’t get caught up in the chaos. Together, we can create a strategy to help simplify your finances. Let’s connect.

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07/22/2021

I get to know my clients on a personal level so I can provide financial guidance best suited to their lifestyles. If you’re ready for a financial advisor who can understand both your personal and financial goals, let’s connect.

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07/21/2021

It’s important to help protect your loved ones from financial, physical and emotional burdens if you should require long-term care. Let’s get together to explore the options for obtaining long-term care.

Let's connect to see

07/21/2021

New legislation has removed the “grandparent trap” and is making it easier to help a loved one pay for college. Grandparents, other relatives and friends can now open a 529 account for a student and receive several tax exemptions.

[EDJ2021]

With the removal of the “grandparent trap,” the 529 plan becomes even more appealing to grandparents interested in contributing to their grandchild’s education.

07/20/2021

Do you know how your company-provided retirement plan fits in your overall financial strategy? Let's talk to build a complete picture of your financial goals.

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07/20/2021

Need help setting and sticking to a budget? Try using a budgeting app. Apps can be helpful tools that keep you on-track with your financial goals and hold you accountable. Learn more about how you can make budgeting apps work for you.

[EDJ2021]

Making a budget and living that budget are two very different things, and it can often be challenging to stick to a spending plan. According to a National Payroll Week survey, 34% of Americans say it would be very difficult to meet their financial obligations if their paycheck were delayed by a w

07/19/2021

Millennials have little saved for retirement. Whether you're in that generation, or are the parent or grandparent of one, here are some tips for them to start fresh. Please let me know how I can help.

[EDJ2021]

If you’re in this generation, you’ve faced two financial crises before age 40 — and you probably have the depleted (or zero) retirement fund and higher debt to show for it.

07/17/2021

Check out our weekly market update for news on last week's market and guidance for the week ahead.

A summary of last week's market highlights and economic news.

07/12/2021

In this update, we review last week's market performance and take a look at what the week ahead could hold.

A summary of last week's market highlights and economic news.

07/10/2021

Tax-free savings is a huge benefit of 529 plans, but so is tax-free spending. Here’s how to avoid paying unnecessary penalties when you use your 529 savings.

[EDJ2021]

Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.