Edward Jones - Financial Advisor: Zac Wild

11/11/2025

Our locker room speech? Teamwork wins championships — and builds lives well-loved. Edward Jones is proud to be the Official Wealth Management Partner of the Big 12. Our financial advisors are here to help you and your home team plan for college, retirement, and everything in-between.

Because being rich is all about being there for life's best moments. Let’s find your rich.

The Big 12 Conference, Inc. is not a current client of Edward Jones. The Big 12 Conference, Inc. was compensated for this endorsement. For more information, visit edwardjones.com/Big12

07/23/2025

Financial Planning Before Exiting your Business

You should be considering how a Unified Managed Account can help you in producing income after exiting, minimizing taxes, and consistently controlling risk. Call me to learn more.

These models do the work of managing your portfolio for you offering the potential for tax efficiencies.

07/11/2025

Comment your answer below.

06/18/2025

Your employees are one of your biggest assets. Has your business changed since you started your employer retirement plan? Contact me to analyzed your employer retirement plan to ensure you have the right retirement plan in place for you and your employees?

Plans for your employees

06/12/2025

Are you thinking about the future of your business? Make decisions now that align with a successful exit or succession in the future.

The five steps to help you start business exit planning:
1. Build your professional team
2. Determine how much you want or need from business sale
3. Understand how much your business is worth
4. Develop a strategy to close the gap between steps 2 and 3
5. Consider the successor who can best meet your goals

Exit from your business while maximizing return potential and maintaining continuity

06/04/2025

Consider an Edward Jones Owner DB®️ if you:

- Want to contribute more than $70,000 or 25% of your total compensation
- Are at least 40 years old
- Have relatively high and stable income

Click below for more information

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06/02/2025

Give me a like if you are excited about the new 1099-R Code Y to identify a qualified charitable distributions.

Thank you IRS

Instructions for Forms 1099-R and 5498 - Introductory Material Future Developments What’s New New code Y for box 7. Reminders Automatic rollover amount. Information Reporting Intake System (IRIS). Online fillable forms. Instructions for Forms 1099-R and 5498 - Main Contents Specific Instructions f...

05/28/2025

Economics and Charity: Comment your answer below

Researchers surveyed 1,245 university professors from different disciplines and asked them how much money they gave to charity.
Across many departments, a large percentage of professors gave to charity. In fact, only 1.1% of professors gave nothing to charity.
What percentage of professors in the Economics Department gave nothing to charity?

a. 0.5%
b. 1.1%
c. 9.3%
d. 77.4%

05/22/2025

Interested in earning CPE and CLE to learn how to effectively leverage Health Savings accounts?

Topics include:
- Tax treatment of HSAs
- Using an HSA as a retirement account
- HSA contributions and distributions
- Etc.

Click the link to see full list of topics covered and to register for the June 4th or June 12th presentation.

Buy 4 or more courses and save 10-35% with volume discounts! Ideal for individuals attending multiple courses or multiple staff members attending one or more courses. Get 10% off for 4+ courses, 20% off for 6+ courses, or 35% off for 8+ courses. No discount code needed; just add 4+ courses to your c...

04/28/2025

If you would like to learn about maximizing tax benefits of charitable gifts, join me today for a charitable gifting seminar. Topics being covered include giving and taxes, giving strategically, and an overview of advanced giving strategies. Use the link to RSVP.

Zac Wild is an Edward Jones Financial Advisor serving Erie, PA. Get the personal financial advice you need to achieve your goals.