Edwards Jones - Financial Advisor: Bonnie L. Thompson

01/17/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

07/20/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

03/22/2023

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:

3 things you can do now to help reduce your future tax bill

03/14/2023

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:

Answers to some of the most common questions about tax forms.

03/13/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.

03/11/2023

Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.

03/11/2023

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

03/09/2023

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

03/09/2023

Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.

03/08/2023

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:

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

03/07/2023

Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.