Edward Jones - Financial Advisor : Holly Benson

09/12/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.

09/11/2026

Weekly report from the Chief Happiness Officer

-Office morale: Excellent
-Treat Inventory: Concerningly low
-Productivity: Acceptable
-Number of squirrels observed: Classified
-Client pets we talked about this week: 6
-Employee of the week: Still me

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/46dSZDt



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

09/08/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

09/04/2026

We all have that one coworker that looks exhausted after answering one email.

09/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

08/28/2026

One thing people notice about service dogs is what they do.

One thing they don't notice is how much patience is required.

Benny can wait quietly FAR longer than most humans i know.
(Myself included)

08/27/2026

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

Ready to optimize your retirement savings? The mega backdoor Roth guide from Edward Jones covers implementation, tax implications and strategic planning.

08/25/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4xg1auD

08/23/2026

Many people learn about investing for the first time through their workplace.

This video highlights how the right retirement plan—paired with education—can help employees feel more informed and confident about their future. It’s the kind of partnership‑focused work we strive for at Edward Jones.

If you’re a business owner and want to explore what that could look like for your team, feel free to reach out. I’m here to help.

Learn more about how Edward Jones is partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=1098523&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=1098523_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTgxNDMwOQ%3D%3D