Edward Jones - Financial Advisor: Kendra Thompson

08/16/2024

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

08/14/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3SL6dBi

06/20/2024

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Ensuring your assets are handled according to your wishes requires planning.

06/18/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

05/06/2024

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to help ensure you pass on your assets in the way you intend.

5 tips to guide you

05/01/2024

There’s a lot to consider when planning your estate, but one thing that’s often missed is the impact that state estate and inheritance taxes can have on your financial legacy. In this article, we go over what you should know about estate and inheritance taxes, and what your first step could be to potentially reduce your future tax burden.

Not accounting for state-level estate and inheritance taxes in your estate strategy could negatively impact your financial legacy.

04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

03/31/2024

Wishing you and your loved ones a very happy Easter!

03/25/2024

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.

As your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.www.edwardjones.com/us-en

03/18/2024

Learn how your investments are taxed and how to potentially reduce your future tax burden.

We lay out the three different types of investment taxes and what they mean.

03/13/2024

Explore our lessons and resources to help you have a less complicated tax season!

Understand why managing your taxes is so important. From Edward Jones and EVERFI

02/26/2024

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider:

Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en