Edward Jones-Financial Advisor: Lisa Benjamin

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.

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

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Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

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...

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

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

Retirement goes beyond just dollars View our list to prepare

We believe that regularly reviewing your investment performance can help you determine if you're likely to reach your financial goals. But it's important to put that performance into perspective and take a long-term approach. Let's schedule time to determine whether you're on track.

Putting your performance into perspective Understanding your performance in the context of your long-term goals can help you stay on track.

For all the dad jokes, sage advice and strong support over the years, thank you. Happy Father’s Day to fathers and father figures everywhere!

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Be aware: 6 red flags to help you recognize fraud (US|EN) Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Why you should name beneficiaries Where to begin

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

Do you have these 3 financial goals covered?

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

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Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

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.

It's the time of year when many people start thinking about giving back to their communities. Hoping to develop a strategy to meet your charitable giving goals? I'm happy to discuss how you can structure things to benefit both you and the charities of your choice.

Meeting your charitable giving goals Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn 5 common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Retirees enjoying the highest quality of life say their top 3 smartest financial actions to prepare for retirement were: starting to save early (and consistently), maximizing contributions, and working with a financial advisor.

Retirement isn’t one-size-fits-all View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to check in on whether you’re on track to meet your retirement goals.

Retirement isn’t one-size-fits-all View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

Do you have a strategy for how to use your RMD funds in retirement? Here’s how to make required minimum distributions work for you.

Are you using your RMDs strategically? Here’s how to make required minimum distributions work for you.

Here are some key financial and non-financial considerations.

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Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

The risk of a disability may be more likely than you think, so it’s important to know how to help protect your financial goals should you be faced with a short- or long-term disability.

Don’t let a disability put your financial goals at risk We’ve outlined how a short- or long-term disability could derail you from achieving your financial goals — and how to help prevent it.