Edward Jones-Financial Advisor: Dagan W. Fluke

03/02/2024

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.

02/24/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

02/20/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

02/07/2024

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.

03/29/2023

Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask yourself now to help ensure the future you want.

03/24/2023

People are living longer in retirement than ever. In fact, forty percent of women are likely to reach the age of 90. Here are three reasons why you could benefit from retiring later.

Postponing retirement for just a few years, or even months, can have a big impact on your savings.

03/22/2023

Retirement might seem a long way off, but it's never too early to start preparing – especially if you're a woman. Women can lose hundreds of thousands in retirement savings because studies show they have less saved than men. Here are some tips to close that gap, and be ready for retirement.

Investing, saving, and borrowing are the same for men and women, as well as the same rules for both. They may, however, be facing very different circumstances and making very different choices. Preparing for retirement is particularly challenging because of this divide.

03/15/2023

Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over their working years, their ability to prepare for retirement is hit on two fronts: it's harder to save, and those lower earnings translate to lower Social Security benefits. Let's discuss how to take this into account when saving for retirement.

03/10/2023

Women have unique considerations as investors. We dive into a few of them, but please give me a call so we can discuss a strategy tailored to fit your needs.

Approaches tailored to you

03/09/2023

Here are some financial tips women can keep in mind, this month and beyond.

Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.

12/19/2022

2023 is just around the corner. What are you looking forward to next year?