Edward Jones - Financial Advisor: Daniel Stenger, AAMS, CRPC

Edward Jones - Financial Advisor: Daniel Stenger, AAMS, CRPC I help individuals and families make confident financial decisions through clear, personalized strategies for investing, retirement, and long-term goals.

Proudly serving West Michigan and clients across multiple states. Lets connect!

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
09/08/2026

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

09/04/2026

I had one of my favorite meetings as a financial advisor yesterday.

A client came in with a question that I imagine a lot of people eventually ask themselves:

“Can I actually retire?”

There’s something pretty incredible about sitting across from someone who has spent the last 40 years working day in and day out, building a career, raising a family, and working toward this exact moment, and getting to see the relief that comes when retirement starts to feel like a real possibility.

For years, retirement can feel like this distant finish line.

Then one day, it gets close enough that it becomes real. And suddenly the question isn’t just about money.

It’s about time. It’s about family, travel, hobbies, purpose, and figuring out what you want your days to look like when you don’t have to go to work anymore.

Getting to be part of that conversation is one of the reasons I love what I do.

There aren’t many jobs where you get to sit with someone and talk about the life they’ve spent decades building, then help them start dreaming and thinking seriously about what comes next.

Yesterday was a pretty cool example of that.

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
09/03/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/01/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

College savings on your mind? Wonder how to balance with them your other financial goals? Let’s strategize!
09/01/2026

College savings on your mind? Wonder how to balance with them your other financial goals? Let’s strategize!

Changing Jobs?A job change can bring important decisions about what to do with your retirement savings. Your 401(k) may ...
08/31/2026

Changing Jobs?

A job change can bring important decisions about what to do with your retirement savings. Your 401(k) may have several options available to you, and understanding those options can help you make an informed decision.

If you are going through a work transition or approaching retirement, I'd be happy to have a conversation about your options

Preserving wealth takes intentional planning. Strategies such as thoughtful, long-term, tax-sensitive investment plannin...
08/31/2026

Preserving wealth takes intentional planning. Strategies such as thoughtful, long-term, tax-sensitive investment planning can help you transfer assets efficiently while preparing future generations for stewardship.

At Edward Jones, we partner with you and your tax and legal professionals to bring clarity, continuity and purpose to multigenerational planning.

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight....
08/27/2026

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight. At Edward Jones, we provide technical expertise and behavioral insights to help you slow down, gain perspective and make confident, well-informed decisions — even when emotions run high.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/26/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to their wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family’s goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

08/25/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4zBQbgz

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