Edward Jones - Financial Advisor: Lisa Cooper

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

Consolidate for a clear retirement picture (US|EN) You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

2025 outlook: Solid fundamentals amid policy uncertainty The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

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.

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

Many people question whether their money will last through the entirety of their retirement years. One of the ways you can feel more confident is to prepare for the future with the help of a financial advisor. Another way is focusing on what you can control now — your spending habits.

A guide to saving and spending Will my money last?

Annuities are insurance contracts that pay a fixed income during retirement. Investors pay into the annuity before they retire and then withdraw from the built-up value as an income source after retiring. Learn more about how an annuity could work as part of your retirement strategy.

What's an annuity? Let's talk through the details

Many people feel overwhelmed by the prospect of selecting investments to help achieve their financial goals. But you're not alone! We can help you select investments for your portfolio, focusing on quality, diversification and a long-term mindset.

Learn more about our approach to investing here, and then let's schedule time to personalize a unique strategy for you.

How we make recommendations Here’s a peek into our process

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help you determine which choice is right for YOUR situation.

Thinking about permanent life insurance? See if it’s right for you

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

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.

IRA vs. 401(k) Benefits to having both

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Longevity and the new journey of retirement Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

You typically have four options for your old 401(k). Take a look, and then let me know what other questions you have.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.