Edward Jones-Financial Advisor: Dan Laubenthal

05/31/2024

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

05/24/2024

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

05/10/2024

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

05/03/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

04/26/2024

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty?

Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

04/19/2024

In 2023 Edward Jones supported more than 863,000 529 plan participants with more than $16 billion in assets under care, putting more people on the path toward a higher education.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4d4DT55

04/12/2024

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

04/05/2024

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

03/27/2024

Wishing you and your loved ones a very happy Easter!

03/26/2024

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

03/22/2024

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Understanding your performance in the context of your long-term goals can help you stay on track.