Edward Jones-Financial Advisor Brandi Archibald, CFP
100 Cranbrook St N Unit C V1C 3P9 Cranbrook, BC, Canada

As you get closer to your retirement date, consider outlining your current assets, debt, monthly savings and any insurance policies you own. By tracking your monthly spending today, you will be better able to predict any future changes or expenses that may impact your overall savings plan. This will give you a base to know how much in withdrawals from your accounts you will one day need. [EDJ2021]

A timely approach to personal financial advice is just around the corner.[EDJ2021]

Retirement and how we save for it is changing quickly. Read the latest article from our President, David Gunn about this changing landscape. [EDJ2021]

Vacations look a little different these days. Here are 15 fun and creative ways to have a staycation that will save you money. [EDJ2021]

Today, March 8th is International Women's Day. We celebrate all the female financial advisors, branch office administrators and home office associates. These women truly make a meaningful impact within the firm and in the lives of our clients in their communities. Our commitment is to foster a culture of inclusivity allowing all associates to have a safe place to thrive, share different perspectives and bring their authentic selves to work every day. We are proud to sponsor the Investment Executive's Women in Finance Virtual Series Webinar tomorrow, which highlights best practices in serving female investors, showcasing women-friendly firms and strong female leadership. The event will be in the form of a panel discussion, featuring our own Andrea Andersen, Field Based Area Leader for Western Canada. Register here. [EDJ2021]

This can mean fewer payments with balances being charged with lower interest rates. Be aware of any fees that get charged and the potential impact to your credit score.

It’s always a good idea to save some cash saved for a rainy day. Having 3-6 months worth of living expenses means if something unexpected happens it won't throw you too far off your goals. I can help you calculate how much cash you may need to fill your rainy day bucket.

Now might be a good time to update or review your beneficiaries for registered investment accounts (TFSAs, RRSPs, RRIFs etc.) as well as your insurance policies. This is how these institutions know who the funds should go to if something happens to you. Read more here.

Edward Jones Canada is proud to be the title sponsor of this year's Wealth Professional's Women in Wealth Management virtual conference on December 1st, connecting advisors from across the country and industry to inspire and innovate, exchange ideas, discuss experiences, and make progress towards real change. Hear from our President, David Gunn, as he kickstarts this conference and from our senior strategist, Nicole Ewing, who will be moderating a session about Women and The New Retirement. You can learn more and sign up here.

Today we honour the sacrifices of those who lost their lives and fought for our freedom. [EDJ2020]