Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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5 questions on when to retire edwardjones.comThere's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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4 factors to consider on Social Security timing edwardjones.comAs with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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Do you believe these 5 myths about HSAs? edwardjones.comNot only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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There are always reasons not to invest hartfordfunds.comSitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing out. Here’s proof that timing the market is impossible.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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Answers to IRA FAQs edwardjones.comWondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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Debt Management edwardjones.everfi-next.netBoosting 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.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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How much life insurance do you need? edwardjones.comConfused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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5 tips to help build your investment portfolioLife's priorities may change — but your relationship with me and my commitment to helping you realize your goals won't. Check out these 5 tips for starting an investment portfolio.Already started working on yours? I offer complimentary portfolio reviews and tailored solutions to help you meet your financial goals. Call my office or book time online today.
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Kristie Swenson
Financial Advisor | Serving clients by learning about their goals and developing strategies to reach them
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Do you have these 3 financial goals covered? edwardjones.comWorking toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.
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