Edward Jones-Financial Advisor: Lisa Kastner

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach

June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a financial strategy to help you achieve your goals.

Balancing the family budget Know where your money goes

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.

The Great Wealth Transfer Talk Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty?

Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Are you emotionally ready to retire? Read more here

Springtime brings warmer temperatures and more sunshine — and is a popular time for deep cleaning. Sign up for Online Access today to cut down on paper clutter and easily access your account information.

Online Access Sign-Up This site is designed for U.S. residents. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all...

As you manage your portfolio, it's important to align your investments with your comfort with risk and financial goals. We also recommend considering the current market environment and our global outlook to help determine if some timely positioning could supplement the strategic design of your portfolio.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

E-delivery of documents Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

Tend to get stressed thinking about tax season? Check out our tax resource center where we help simplify the process by providing information, guides and answers to common questions. And Online Access can make accessing your Edward Jones tax forms a breeze!

Tax resources Information to help make your federal income tax filing easier, year-round.

The new year ushered in several changes to retirement accounts, contribution limits and insurance premiums. Here’s how they could impact your financial strategy.

5 changes that could impact your retirement (US|EN) Understand how these five changes in 2024 can impact your retirement and financial strategies.www.edwardjones.com/us-en

Investors should expect a mixed global economic environment in 2024 as the U.S, Japan and India hold up well while Europe and China trend downward. Read the latest views from our economists.

Economic outlook: A mixed picture for global growth in 2024 Capital Group economists expect a mixed global economic environment in 2024 as the United States, Japan and India hold up well while Europe and China trend downward.

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you can easily share your documents with your tax professional or tax preparation software, helping streamline tax season in 2024.

Be Tax Season Ready with Online Access Sign up for Online Access and download our app to view and share your tax forms.

For a review of last week's market and guidance for the week ahead take a look at this report.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

How your Social Security benefits are taxed — and what you can do about it Four facts to know to potentially reduce your tax liability

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against fraudsters. Check out these ways to help strengthen your financial credit & build the know-how to shield yourself from scams.

Strengthening Your Financial Credit. Managed debt strengthens credit scores and opens doors

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

Taxes and investing (US|EN) Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en

There's little doubt that life can be both exciting and overwhelming for young adults, especially if you're going through a big change like a marriage, a new mortgage or a baby. Consider these seven steps to build a strong financial foundation to help you reach your current and future goals.

7 tips for building a solid financial foundation How you manage your finances as a young adult can have a big impact on your future. Here are some tips to help get you started.

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a positive year for both stock and bond returns.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Financial strategies for your business Build a better business

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

Should you consider a Roth IRA conversion? What you should consider when thinking about converting a traditional IRA to a Roth IRA.

Use Online Access to help get ahead of the year-end organization curve. Sign up today to receive electronic copies of your statements, tax forms and other documents. You can also share documents with your Edward Jones team and third parties, like your tax preparer.

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As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

Year-end moves for your financial strategy As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.