In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn more.
Saving for retirement? Saving for post-secondary education?
This doesn't have to be an either/or proposition. Almost everyone juggles more than one savings or investing goal. Our goal is to help you create a strategy that covers all of your bases.
It can be intimidating to think about how much you should save for both post-secondary education and retirement—but it doesn't have to be. Take it one step at a time. Your Edward Jones advisor can help you understand how the choices you make today about education savings may have an impact on your retirement.
When you think about it, money you invest for education and retirement comes from the same pool. So, how to strike the right balance? It's all about priorities and trade-offs.
Importantly, we don't recommend putting off saving for retirement because you are putting money away for university or college. This could put your retirement goal in jeopardy. Time is a very valuable asset, so don’t delay saving for one goal over the other – view them together.
At Edward Jones, we understand your life is a series of overlapping decisions. Your Edward Jones advisor will ask questions and really listen to understand your situation and develop a strategy to address what's important to you. Call your Edward Jones advisor today to get started saving for education and retirement.