Edward Jones-Financial Advisor: Billy Diaz

Edward Jones-Financial Advisor: Billy Diaz /*********/
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For a review of last week's market and guidance for the week ahead take a look at this report.
03/04/2024

For a review of last week's market and guidance for the week ahead take a look at this report.

How did the markets perform this week? Get the highlights and the latest economic news.

The small things you do now can make a big difference later in life. Here are some factors to consider as you think abou...
02/26/2024

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Tips for getting started

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money ov...
02/23/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/22/2024

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

Four facts to know to potentially reduce your tax liability

There’s a lot to consider when planning your estate, but one thing that’s often missed is the impact that state estate a...
02/21/2024

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.

Learn how your investments are taxed and how to potentially reduce your future tax burden.
02/12/2024

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.

Could the beginning of a new bull market be the catalyst investors need to re-enter the market? Here are 10 things you s...
02/06/2024

Could the beginning of a new bull market be the catalyst investors need to re-enter the market? Here are 10 things you should know about bull markets.

Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-fil...
02/02/2024

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2023 retirement contributions is April 15, 2024.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate thin...
02/01/2024

Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate things. Save yourself the confusion with this easy-to-understand piece on its tax implications.

Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from client...
01/30/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

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

We understand that financial setbacks can be upsetting and leave you feeling unsettled. Try not to panic! There are meth...
01/29/2024

We understand that financial setbacks can be upsetting and leave you feeling unsettled. Try not to panic! There are methods for recovering and working toward your goals once more. Check out these three tips for getting back on track after one of these setbacks.

3 steps to follow

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to car...
01/26/2024

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.

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Grand Junction, CO
81501

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