Edward Jones - Financial Advisor: Lucas Decker

04/12/2022

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

03/01/2022

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

\\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

02/22/2022

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward Jones from clients during tax season.

Find answers to common tax-filing questions for your taxable and retirement accounts.

12/13/2021

What does your personality type say about your financial behavior? Researchers have identified seven money personalities. Here are the pitfalls to avoid and some advice based on your type.

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Want to grow your wealth, have enough money to retire and live a happy life? The first step is to identify and understand your money personality type, says financial psychology expert Ken Honda.

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.

10/21/2021

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

10/20/2021

Question: What assets make up your estate?

Answer: It can include:

- Securities
- Real estate
- Interest in a business
- Personal property
- Cash
- Retirement plans

and more.

10/19/2021

When creating your estate plan, you should be surrounded by a team to help. That team includes me, an attorney, a CPA or tax professional, and others. Let’s talk about your estate planning needs.

10/18/2021

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

09/10/2021

Estate planning isn’t just for your parents and grandparents. It’s for anyone who has assets and wants to leave them to a specific person or place. Here’s a checklist to help get you started. When you’re ready, let me help. I will work with your attorney and CPA to support your goals.

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Estate planning helps designate who gets your assets and handles your affairs after your die or are incapacitated. Here are 7 steps for estate planning.

09/10/2021

When thinking about the legacy you leave behind, establishing an estate plan can help make the transition easier — and depending on the type of planning, it can help you avoid probate. What is probate? Here’s an overview of what it could mean for your legacy.

Here’s how