Edward Jones-Financial Advisor: Keith Lorenz

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you. [EDJ2021]

Wanting to have a conversation with me, but not sure how to get started?

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

Happy National Pet Day! Let’s take a moment to celebrate all the special animals in our lives. Share a picture of your furry, feathery or scaly friend with us. [EDJ2021]

Not talking about money can have negative consequences for families. Gaining a better understanding of family dynamics can help everyone have more positive and productive discussions about the future. [EDJ2021]

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]

The new year is a good time to review your progress toward achieving your goals. [EDJ2021]

Diversify for a solid foundation is rule #3. [EDJ2021]

Check out these tips to stay healthy and protect yourself. [EDJ2020]

Gathering this information can help you determine what you need to address to better prepare yourself in the case of an unanticipated event.

This article discusses how education savings are taken into account in financial aid calculation. Let me know if you have any questions!

Rule #6? Have realistic expectations. [EDJ2021]

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

Focus on what you can control is rule #9. [EDJ2021]

Want to enter 2021 with confidence in your finances? Here are six actions to take as the end of year approaches.

Check out these strategies to help you get more comfortable with this transition.

Wondering how you should approach giving? Here are some answers to some commonly asked questions.