Olia Bosovik-Financial Advisor

10/13/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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10/11/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

10/08/2025

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER®️ or CFP®️ certification.

Highlights include:
• Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
• Insurance planning and education planning

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

09/05/2025

Sept. 5 is National 401(k) Day, so take this opportunity to learn more about what happens if you need to tap into your 401(k) earlier than you initially planned. And then contact me so I can help you better understand what options make the most sense for you.

Learn more here: https://bit.ly/45QU4BJ

09/01/2025

Did you know it’s National Retirement Security Month? Find out if you’re staying on track to hit your financial targets with our retirement calculator.

Not quite hitting the mark or want some help to better reach your goals? Contact me and we can craft a strategy together.

Learn more: https://bit.ly/3I0jZO4

08/20/2025

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

08/18/2025

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

08/15/2025

I'm pleased to announce we'll be launching Edward Jones Generations, our new private client services tailored to U.S. high net worth clients and their unique needs, later this year. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

08/13/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize: https://bit.ly/4mkHZdU

08/10/2025

It’s Life Insurance Awareness Month, but how do you know if you have enough coverage to provide for your family? Get an estimate with our life insurance calculator: https://bit.ly/46PMiJ7

08/09/2025

Women aren’t only financial decision-makers for themselves; they’re also central in building family financial strategies. Learn some strategies for a strong financial foundation. Watch this webinar live on Aug. 20 at 3 p.m. CT or on demand after.

Wednesday, August 20, 2025 at 3:00 PM Central Daylight Time.

08/08/2025

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started