Edward Jones-Financial Advisor: Steven Case
580 King Street West, Unti 4 L1J 7J1 Oshawa, ON, Canada

This article discusses how education savings are taken into account in financial aid calculation. Let me know if you have any questions! [EDJ2020]

Kim was already a licensed financial advisor prior to moving to Edward Jones. Read her story to find out why she joined and stayed to develop a successful practice at Edward Jones. [EDJ2020]

2020 has been a challenging year for all of us because of the pandemic, and many have been hit especially hard financially. I am here to help you get back on track. [EDJ2020]

From hands-on accounts that put you in control, to choices with built-in guidance, the decision of how to work with us is yours. Take a look. [EDJ2020]

I am always opening the door to new ways of serving clients in my community. I can help you create a personalized financial strategy based on your needs and goals. Are you ready to open the door to your financial well-being? [EDJ2020]

With the support of a Branch Office Administrator, Experienced Financial Advisors can focus on building client relationships. [EDJ2020]

Tip: Many of you may already be taking advantage of this, auto paying your bills can help you manage your spending and stay on time with regular payments. [EDJ2020]

Setup an Emergency Fund: 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. [EDJ2020\

Where do you want to be financially this time next year? In 5 years? What about 10? When you set goals for the future, it’s important to be as specific as possible. I am available to help you come you with financial goals that are both realistic and actionable for your specific circumstances. Get in touch today! [EDJ2020]

Monitoring your credit score can help you understand what other banks are looking at when evaluating your credit history. I can work with you by answering any questions you may have about your credit score while also applying it to your personal situation. [EDJ2020]

Before you make a budget it's important to identify your short-term (paying your credit card, reducing weekly expenses) and your long-term goals (saving to buy a house or a car). I can help you create an investment strategy to address your needs. [EDJ2020]

Consolidate Your Debt: 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. [EDJ2020]

Preparing for a child’s future education can be a whole-family affair, but how are parents supposed to manage contributions from multiple sources? Let's talk about the best way for family members to contribute to your child's education. [EDJ2020]

If a new child has entered your life, you are no doubt full of joy today and hopes for the future. And you can help make that future a brighter one for your child and your family by taking some important financial steps. Let's talk.[EDJ2020]

It can be easy to feel down when there are so many uncertainties all around us. Here are a few tips on how to stay healthy while maintaining a positive mindset. [EDJ2020]

Sending your child off to college or university is one of life’s milestones, but at what cost? Get in touch with me today so we can get started on creating a strategy that works for you. [EDJ2020]

Where are you on your financial journey? The first step to building a financial strategy is to understand where you are today. Take this short quiz to get started. [EDJ2020]

Your priorities and perspectives may have shifted along with recent events, and your financial strategy may need to be adjusted accordingly. I am available to listen to your dreams, goals and concerns and will spend time with you working on a strategy that’s right for you. [EDJ2020]

The more money you save and invest for your children’s post-secondary education, the more flexibility and control you’ll have when it comes time to weigh your options. I am available to help you put together an education savings plan that works for you. Get in touch today. [EDJ2020]

Life happens, and at times it can cause us to lose track of keeping up to date with our financial priorities, such as naming or updating a beneficiary to our investment accounts. Understanding how and why we designate beneficiaries is a crucial component to any financial strategy. Learn more here. [EDJ2020]