Edward Jones-Financial Advisor: Greg Shea

01/09/2025

Our 2024 survey found that only half of Americans are aware of 529 education savings plans, an important tool that offers tax benefits when used toward qualified education expenses for the account beneficiary.

Edward Jones research shows 50% of Americans don't know what a 529 plan is with 25% understanding a 529 plan can be used to fund more than just education.

01/08/2025

We believe that investors deserve the right tools and information to help them make smart decisions. Check out these investor education resources, and then contact me to get started planning how to work toward your financial goals.

We're committed to helping you make smart decisions with confidence.

01/07/2025

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

01/06/2025

Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five key views for 2025.

A summary of last week's market highlights and economic news.

01/05/2025

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

01/04/2025

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.

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01/03/2025

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

01/02/2025

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

01/01/2025

Here’s to a new year of fresh hopes and endless possibilities. May you uncover the richness in the smallest moments and find joy in every heartbeat. Happy New Year.

12/31/2024

Life insurance can be a vital part of any financial strategy and a critical means of protecting your loved ones should something happen to you. But are you adequately covered?

Explore the different types of life insurance policies and identify the best option for you.www.edwardjones.com/us-en

12/30/2024

Social Security is one of your most valuable retirement assets. Before you claim it, understand how your options may affect your and your spouse’s retirement.

12/30/2024

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixed-income investments.

A summary of last week's market highlights and economic news.