Justin D. Jones, Financial Advisor

10/28/2026

Protecting your wealth also means protecting your personal and financial information.

A few proactive habits can help guard your accounts, identity and sensitive data from fraud.

Use this checklist as a starting point — and let’s discuss how cybersecurity fits into protecting your broader financial life.

Help keep your information safe from fraud and bad actors.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

As year-end approaches, the timing of charitable gifts and other deductible expenses may be worth a closer look.

“Bunching” deductions into a single year is one strategy that may help you make the most of your deductions.

The right approach depends on your income, giving goals and broader financial picture — which is why it can be helpful to review this as part of your year-end planning.

Reach out to schedule a conversation about your year-end financial planning opportunities.

Maximize your tax deductions by timing and grouping deductible expenses effectively.

10/26/2026

Medicare decisions aren’t always “set it and forget it.”

Plans, costs and healthcare needs can change from year to year — and those changes may affect your retirement income plan and overall budget.

An annual review can help you determine whether your current coverage still fits and where an adjustment may make sense.

Schedule a conversation to review your Medicare coverage and its impact on your retirement budget.

Why should you revisit your Medicare benefits during open enrollment?

10/25/2026

Nothing beats a Saturday spent with great friends, family, and Illini football. 🏈

We had an incredible time at the game, and the boys were especially excited to see their favorite player, in person. To top it all off, Illinois came away with a 21–10 victory! 🧡💙

In my work, I help families plan for the things that matter most. Days like this are a great reminder of why that planning matters: it creates the freedom to spend time with the people you love and make memories that last a lifetime.

Grateful for good friends, a great game, and a Saturday we’ll remember. 🙌

10/22/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/21/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/21/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/20/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/19/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.