Guy Ben Ari, CFP®, CRPS™, AAMS™ on LinkedIn: What’s a 529 plan? (2024)

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Caring for someone with Alzheimer’s can be exceptionally demanding. We join the Alzheimer’s Association®️ in raising awareness in honor of the more than 11 million family and friends who provide care to someone with dementia. alz.org/factsContributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

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Our 12 Business Resource Groups (BRGs) are firm-sponsored and associate-led. Together our BRGs include and celebrate a variety of races, ethnicities, lived experiences and interests, such as Interfaith, Military-Veteran, LGBTQ+ and Allies, Remote Connections, and Green. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4aIYCcj

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This America Saves Week, invest in your financial future! Complete our lesson on planning for retirement so you can maximize your potential. Your journey to financial success continues today!

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In May, markets reached another milestone as the Dow Jones Industrial Average crossed 40,000 points for the first time.In our latest Market Compass, we discuss whether the fundamental conditions support the move higher in stocks. Can the rally continue, or will it fizzle out?

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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If you're interested in learning more about opportunities at Edward Jones, join us at our next recruiting event. Reach out to me for all the details.

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Our Managing Partner Penny Pennington's recent article, "We Aren’t Talking Enough About One Aspect of the Great Wealth Transfer," for the Milken Institute's Power of Ideas series touches on the critical nature of family conversations around the passing of inheritance.Give it a read and don't hesitate to reach out for guidance to help ensure productive approaches to the shifting of wealth: https://bit.ly/3yG456B