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Monday, October 26, 2026

Every two years, the same question lands in my inbox: Stephen, what is this election going to do to my investments? It’s a fair question — and the answer might surprise you. Before we get into the numbers, one ground rule: this is not...

Thursday, September 10, 2026

Social Security is one of the most important financial decisions you'll ever make — and the timing can mean a difference of $360,000 or more in lifetime income. Here's what to know before you claim.

Wednesday, July 29, 2026

Trump Accounts are new starter IRAs for kids, offering a government seed for some birth years. Learn who qualifies, how they're taxed, and how they fit alongside 529 plans and other family savings tools.

Thursday, June 4, 2026

How to Choose a Financial Advisor You've decided you want help with your finances. Good. That's honestly one of the best decisions you can make. But now comes the part nobody talks about: how do you actually find the right person? The...

Sunday, May 31, 2026

From emergency funds to investment returns, a certified financial planner breaks down what everyone wants to know By Stephen Jones · Jones Financial Partners · 8 min read Money is one of those topics that sits right next to family and...

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Sunday, May 17, 2026

The Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free Why this 1997 rule change might be the single best savings decision you ever make By Stephen Jones · Jones Financial Partners · 5 min read What if you could...

Friday, May 1, 2026

What Is Your Freedom Number — And Do You Know Yours? Most people plan for retirement. Fewer plan for freedom. Retirement is a date on a calendar. Freedom is something different — it's the moment when work becomes optional. When you...

Tuesday, January 17, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, May 19, 2022

Friday, February 12, 2021

Hello everyone, today we're going to talk about coffee and how you can use it to save for retirement. Well, not coffee by itself. But how much you spend on coffee can definitely determine how much you're going to have in retirement....

Thursday, May 28, 2020

A brief history 529 plans were created by Congress in 1996 and have been modified through the years by various pieces of legislation. Known officially as "qualified tuition programs" or QTPs, 529 plans are so named because they are...

Monday, March 23, 2020

We are living in unprecedented times; even skilled investors have fallen into their emotions. You would not be human if you did not experience just a little bit of fear during these times. The best thing you can do at this time is not...

Wednesday, January 1, 2020

If you chose to make some New Year’s resolutions, you have plenty of options. You could strive to study more, or strive to eat healthier and exercise more. You could decide to shoot 100 free throws a day. Or you could strive to...

Thursday, May 23, 2019

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....

Wednesday, April 24, 2019

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...

Friday, April 12, 2019

If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower...