Chris Carter - Financial Advisor - Edward Jones

04/06/2026

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

04/03/2026

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.

Learn about different options that may be available to you to help you reduce your tax liability.www.edwardjones.com/us-en

04/03/2026

Manage your finances and plan for the future with the tip of your finger. With our app, you can see all of your accounts in one simple place, and if you have a question, we’re right there with you.

Download our app to stay connected.

04/02/2026

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.

Bitcoin: Hype or smart investment?www.edwardjones.com/us-en

04/02/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

04/01/2026

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

03/31/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know

03/30/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

03/27/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4uTN4hF

03/26/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

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

03/25/2026

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3Pxa6Lh

03/24/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options