Edward Jones- Walt Green- Financial Advisor

11/25/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

11/19/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

11/17/2025

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

11/13/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

11/11/2025

Happy Veterans Day to all those who have served!

10/31/2025

In times of transition, having a steady hand can make all the difference. If you’ve been impacted by the recent federal layoffs, I want to offer a space for financial clarity and calm.

Whether it’s budgeting, benefits rollover, or just figuring out what comes next—I’m here to help.

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10/31/2025

Good morning friends! Our Honor Wall is up!! Feel free to stop by with a photo or even just to write your heroes name on our wall! We thank all of our HEROES for their service! And don’t forget to come out this Saturday from 10-2!

10/29/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

10/27/2025

Selling a home that has increased in value may mean more money for you on closing day — but that increase could be taxed as a capital gain.

Downsizing your home? Watch out for capital gains taxeswww.edwardjones.com/us-en

10/24/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

10/22/2025

What does financial fulfillment mean to you?

For many of my clients, it’s not just about growing wealth—it’s about building a life of purpose, security and confidence.

That’s why I’m proud to be part of a firm that’s partnering with organizations like Heartland Forward to help more Americans achieve financial fulfillment. Whether it’s expanding access to financial education, supporting small businesses, or advocating for policies that strengthen communities, Edward Jones is committed to making a meaningful impact.

Learn more about this important partnership.

Helping people build lives of purpose, security and financial confidence has become the aspiration of my career. For more than 35 years, I’ve had the privilege of being part of a firm that believes thriving communities begin with listening deeply, understanding what matters most and turning insigh...

10/20/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.