Edward Jones-Financial Advisor: Warren Lindsay

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

The Market Is Mightier Than Politics and Policy Remaining steadfast amid political and policy changes has benefited investors.

Edward Jones associates positively impacted the CHOC Walk in the Park by raising over $14,000 to support pediatric healthcare programs, education and research.

This year’s walk raised over $2.3 million (and counting), with Edward Jones supporting as a silver sponsor, to fund compassionate care for patients and families at CHOC and CHOC at Mission Hospitals.

We are proud to have joined over 6,000 participants bright and early to promote healthier futures and support the health and well-being of children in Southern California.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for your aging parents' and your children's expenses.

Money Tips for the 'Sandwich Generation' Learn how to navigate helping to pay for your aging parents' and your children's expenses.

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

Preparing for the unexpected: Disability risk If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

Whether it's always been your retirement dream to trade a current hometown for an exciting new locale, or you only recently decided to move closer to family, check out these four tips to prepare for a future move.

4 tips for relocating in retirement Here are four tips to help you prepare for relocating as a retiree.

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Unsure how to find a financial advisor who will help you prioritize your goals to work toward the future you envision? Review these 10 key questions to consider, and then let's chat about how I can help.

We’re here to help you get started Here are 10 questions to ask

Racking your brain to figure out how to afford that family vacation you've always dreamed of taking? I can help you plan how to work toward achieving short-term financial goals, whether they include bucket-list trips, special occasions like weddings or big purchases like cars and homes.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

Explore whether and how election results might influence market trends and discuss whether you should consider adjusting your investment strategy. Watch this webinar live on Aug. 21 at 3 p.m. CT or on demand after.

Don't Play Politics With Your Portfolio Wednesday, August 21, 2024 at 3:00 PM Central Daylight Time.

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How Brain Health Could Affect Your Finances How to prepare for the expense of potential cognitive decline

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of car loans helping ensure the drive aligns with your financial goals.

Car Loans Explore different ways to buy a car and the steps you can take to apply for a car loan. From Edward Jones and EVERFI

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Being retired and understanding social security Understand how Social Security plays a role during this important time in your life.

No one wants to be told how (or where) to live as they get older — but not talking about it could be even more consequential. Here are three common misconceptions on the "best places to live" in retirement.

"Should I Stay or Should I Go?" 3 Common Misconceptions About Living Arrangements as You Age

Need some help getting your financial house in order? Don’t do it alone. Send me a message so we can sort it out together.

Thinking about your child’s education? The benefits of setting up a college savings plan speak for themselves. Send me a message and let’s get your financial strategy in place.

What’s a 529 plan? Saving money for college

Everybody makes mistakes, and it’s important to learn from them. Here are 11 common money mistakes and how to avoid them. If you’ve made any of these mistakes, let’s find a time to chat about your next steps.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Planning ahead for retirement? Consider talking with your family about making a plan to help tackle caregiving costs.

A guide to caring for aging loved ones Use our checklist

Retirement looks different today. Our recent study identified 4 pillars to retirement: health, family, purpose and finances. Read on for more about the study, and contact me for help envisioning your next chapter.

Retirement is a new life chapter Let's write yours together

As your investing needs evolve, so do we. I’m ready to help you meet your investing goals, no matter your age.

A guide to investing by age Strategies for every stage

Being a business owner has its own distinct goals and challenges. Send me a message so that we can talk through your individual situation.

Strategies catered to business owners Here's our business owners hub

How well do you know your financial situation? Take this quiz, then let’s talk through your answers to make sure your financial strategies align with your life goals.

Build a budget that works for you If you’re ready to start budgeting your way to your financial goals, I can help.

Have you taken the time to start planning your estate? If you haven't, you're not alone. Here are some scenarios to help get you started.

Home | Edward Jones Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

Are you starting to save for a child's education? Here's a savings checklist that can help get you started.

Your education savings checklist How to get started

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

Financial setbacks aren’t fun, and they can happen to anybody. Let’s talk about the steps you could take if one happens to you.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en