Nathan Miller

04/22/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

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

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.

04/12/2024

Nearly 7 million Americans are living with Alzheimer’s, according to the Alzheimer’s Association®️. By 2050, that number is projected to reach nearly 13 million. We join the Alzheimer’s Association®️ in sharing the facts: alz.org/facts.

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

04/11/2024

Alzheimer’s is a fatal disease that can rob us of those we love. We join the Alzheimer’s Association®️ in sharing the facts about Alzheimer’s disease: alz.org/facts.

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

04/10/2024

Talking to your family about how you want to pass along your wealth can be emotional. But there are ways to feel more confident and prepared to broach the subject.

Check out our latest guidance, and don't hesitate to reach out for support in the process: https://bit.ly/43UZUiP

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

04/08/2024

Happy Financial Literacy Month! Your financial voyage is unique and our lessons are your compass for financial capability. This month, let’s navigate the seas of financial growth together.

Realizing your dreams starts with smart investing

04/06/2024

Our excitement for this astronomical event has definitely eclipsed everything else. We’re ready with our glasses, are you?

04/04/2024

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

04/03/2024

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

04/02/2024

You've worked hard developing your financial advising practice. Now it's time to consider the next chapter for you and your clients. Our thoughtful, turnkey process will help you preserve your legacy

Learn more: https://bit.ly/3PKY2TU

04/01/2024

Tend to get stressed thinking about tax season? Check out our tax resource center where we help simplify the process by providing information, guides and answers to common questions. And Online Access can make accessing your Edward Jones tax forms a breeze!

Information to help make your federal income tax filing easier, year-round.