Edward Jones-Financial Advisor: Annie DeMeyer

01/16/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how

01/06/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

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.

12/26/2024

Wishing you joy and prosperity this Kwanzaa.

12/26/2024

May this Hanukkah bring warmth and happiness to you and your family.

12/25/2024

Wishing you a very merry Christmas filled with joy and peace.

12/24/2024

Wishing you a beautiful and restful holiday season.

12/23/2024

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to know how to protect your personal information. We have some quick tips to help you do just that.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

11/25/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

11/04/2024

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

10/28/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

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...

10/21/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

10/08/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.