Edward Jones-Financial Advisor: Michelle Chapman

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Edward Jones-Financial Advisor: Michelle Chapman Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member S**C.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrators, Cheri Colson, Debbie Fischer, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.
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One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals....
27/12/2024

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can ...
26/12/2024

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

We believe that investors deserve the right tools and information to help them make smart decisions. Check out these inv...
25/12/2024

We believe that investors deserve the right tools and information to help them make smart decisions. Check out these investor education resources, and then contact me to get started planning how to work toward your financial goals.

We're committed to helping you make smart decisions with confidence.

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in plann...
24/12/2024

Are you adding a child or children to your family? If so, this checklist is designed to help you feel confident in planning for your expenses.

Use this checklist to prepare

Not sure how fixed-income investments work or whether they should be part of your financial strategy? Read on to learn t...
23/12/2024

Not sure how fixed-income investments work or whether they should be part of your financial strategy? Read on to learn the role they often play in diversified portfolios. Then let's schedule time to chat about how this type of investment could help you work toward your goals.

Here are your options

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic pr...
23/12/2024

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic projections and "dot plot." We share key takeaways and considerations for long-term investors.

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

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your...
20/12/2024

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer ...
19/12/2024

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

As 2024 draws to a close, it's a good time to start setting goals for next year. Online Access and our app can help by o...
18/12/2024

As 2024 draws to a close, it's a good time to start setting goals for next year. Online Access and our app can help by offering goal tracking, the ability to explore what-if scenarios and secure communication with your financial advisor to discuss how those scenarios could affect your goals.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

December is the time for giving gifts to loved ones and charities — but did you know that giving financial gifts can imp...
18/12/2024

December is the time for giving gifts to loved ones and charities — but did you know that giving financial gifts can impact your financial strategy and goals? Here's what you should remember when giving financial gifts this holiday season.

What you should keep in mind when sharing your financial legacy with loved ones and charitieswww.edwardjones.com/us-en

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I ...
17/12/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken...
16/12/2024

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.
16/12/2024

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.

Learn what the nation-wide temporary injunction on the beneficial ownership reporting requirement means for business owners.

The market outlook remains positive, but improvement in inflation is stalling in the fourth quarter, creating some uncer...
16/12/2024

The market outlook remains positive, but improvement in inflation is stalling in the fourth quarter, creating some uncertainty about what comes next for central banks.

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

Life insurance can be a vital part of any financial strategy and a critical means of protecting your loved ones should s...
13/12/2024

Life insurance can be a vital part of any financial strategy and a critical means of protecting your loved ones should something happen to you. But are you adequately covered?

Explore the different types of life insurance policies and identify the best option for you.www.edwardjones.com/us-en

Social Security is one of your most valuable retirement assets. Before you claim it, understand how your options may aff...
12/12/2024

Social Security is one of your most valuable retirement assets. Before you claim it, understand how your options may affect your and your spouse’s retirement.

Let’s talk about your options before you decide to claim your benefits.www.edwardjones.com/us-en

2025 is right around the corner. Do you feel ready to go into January with a solid budget plan? Explore these tips to he...
11/12/2024

2025 is right around the corner. Do you feel ready to go into January with a solid budget plan? Explore these tips to help you get on track.

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

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some p...
10/12/2024

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some potential alternatives as well as considerations, including the possibility of utilizing an IRA rollover strategy if you leave an employer before a loan is fully repaid.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

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It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

New year, new goals? Online Access can help
New year, new goals? Online Access can help

As the year begins, it’s a perfect time to reflect on your financial goals and aspirations. Use Online Access to explore new opportunities, access your investments and navigate your financial journey — all in one secure and convenient platform.

Simplify your year-end hustle
Simplify your year-end hustle

We know the year-end hustle and bustle can be stressful. Online Access offers convenient tools – like getting electronic statements, sharing documents securely, connecting outside accounts, tracking goals and sending messages to your Edward Jones team – to help simplify things. Visit edwardjones.com/onlineaccessinfo to learn more.

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