Edward Jones - Financial Advisor: Philip Mitchell, AAMS

05/29/2023

529 Day is this Monday. Let's talk about your plans to save for the future.

05/14/2023

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!

04/18/2023

04/16/2023

Here are seven top benefits to working closely with a financial advisor.

How our team can help

04/14/2023

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

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

03/18/2023

Check out the current Roth IRA and traditional contribution limits as well as details on how you can take advantage of these retirement savings options.

Roth IRA and traditional IRA contribution limits can change each year.

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.

03/08/2023

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.

03/06/2023

You've lost your job, and you might be wondering what the next best step is for your 401(k). Understanding your options is a great place to start.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

03/04/2023

Let's build your financial preparedness for America Saves Week.
When everything is on track, it can seem like you don't need emergency savings. But you don’t want to be caught unprepared by a broken arm or fender-bender! Click the link to learn more on how much to save and how to make a plan today

Learn why and how to save for emergency expenses. From Edward Jones and EVERFI