Edward Jones - Financial Advisor: Greg Lein

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.

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

Average retirement savings by age Average retirement savings data can show how you compare with others. Check out these estimates by age.

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.

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.

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

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.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Current rates Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Driving financial success by putting people first Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

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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May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

What’s a 529 plan? Saving money for college

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

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 with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

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

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...

Looking to finish out Financial Literacy Month strong? Whether just starting your journey or nearing retirement, check out our Content Library offering knowledge to help you gain confidence in your financial skills.

Financial Fitness Bootcamp Learning the fundamentals from types of bank accounts to how they work

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

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.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

Feliz Cinco de Mayo! May your day be filled with great food, joyful music and the people who make every day a reason to celebrate.

Our investment philosophy is straightforward but powerful: Take a long-term approach to investment, keep an eye on the quality of your investments and diversify to help reduce risk. Let's discuss how this philosophy, developed for over a century, can help you work toward meaningful financial goals.

Our investment philosophy Start building your strategy.

Learn about common threats to your retirement funds based on where you are in your journey and actionable tips to help prepare for them. Watch this webinar live on April 17 at 3 p.m. CT or on demand after.

Risks to your retirement Wednesday, April 17, 2024 at 3:00 PM Central Daylight Time.

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these 3 factors can help you plan accordingly, avoid surprises, and prepare to fill any income gaps in retirement.

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.

Registration Form - 7 Ways to Withstand Volatility (US|EN) | Edward Jones What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...

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...

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

Nearly three months into 2024, markets have certainly moved higher, but has market leadership expanded beyond the Mag 7? And if so, what are the conditions we'd need to see in place to see further broadening of leadership?

Our Principal and Senior Investment Strategist Mona Mahajan covers this and more 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...

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing out. Here’s proof that timing the market is impossible.

There Are Always Reasons Not to Invest Staying invested in stocks despite negative news has historically been profitable.

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Here are 9 strategies to help protect it. (US|EN) Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over your financial fitness.

Take control of your financial fitness (US|EN) Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en