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When it comes to balancing multiple financial goals, like retirement and education, your Edward Jones advisor can work with you to create a personalized strategy to help you prioritize and understand the key considerations and tradeoffs. Your Edward Jones advisor works with you by understanding what's important to you, creating a personalized strategy to help you reach your goals, and partnering with you, and your tax and legal professionals, throughout your life to help keep you on track.
Your Edward Jones advisor can help you through the process by:
Saving for one goal doesn't have to mean sacrificing the other. There is, of course, no single strategy that will work best for every family. As you evaluate your investing options, it’s important to understand the effects of the trade-offs you make and prioritize accordingly.