Edward Jones-Financial Advisor: Keven Nielsen

Edward Jones-Financial Advisor:  Keven Nielsen /*********/
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Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
06/08/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
06/06/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/05/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/04/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4xb7l3q

06/03/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
06/02/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/01/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/3QeiyzF

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
06/01/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are view...
05/30/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4dRXjLL

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
05/29/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4wX3mHP

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