Edward Jones Financial Advisor - Jeffrey Greene

03/07/2024

Having a solid plan for health care expenses after you retire can be even more important if you want to retire early. Consider these potential health care options and let's discuss a strategy for how you can live life on your terms without worrying about healthcare costs after an early retirement.

Tips for how to plan for health care costs before age 65.

02/29/2024

Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate things. Save yourself the confusion with this easy-to-understand piece on its tax implications.

Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

02/22/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

02/19/2024

Happy Presidents’ Day! How are you celebrating?

02/15/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

02/14/2024

Happy Valentine's Day! What is your favorite thing about this holiday?

02/08/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

02/01/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

01/25/2024

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

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

01/23/2024

Have you been meaning to explore your charitable giving options but unsure where to start? Check out these potential options and then contact me for a full copy of our "Charitable giving: strategies to fit your unique needs" report.

View lifetime charitable gifting strategies to consider adding to your financial strategy.