KAKelley Aline

1. Article · Sep 30, 2026 · Kelley Aline — Financial Advisor, Edward Jones

   Preparing for retirement (opens the original)

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   Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million and buy the beach house you always wanted. But when retirement arrives, reality hits. After accounting for keeping your current home, everyday expenses and health care, $1 million doesn’t stretch as far as you thought, and the beach house remains a dream. The problem wasn’t your discipline — it was that your number was never real

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2. Article · Sep 23, 2026 · Kelley Aline — Financial Advisor, Edward Jones

   Choosing beneficiaries (opens the original)

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   When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form to fill out, but this simple step can affect your family’s future. Many people don’t give beneficiary designations much thought after signing the initial paperwork. It may have been years ago, and life has moved on. But this might surprise you: These designations can override what’s in your will or living trust. That means your retirement accounts an

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