Edward Jones - Financial Advisor: Bill Thornley

04/23/2024

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.

03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

03/11/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

03/02/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

02/24/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

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

02/20/2024

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.

02/07/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

04/24/2023

Are you interested in investing in a socially conscious way? Check out these strategies, and let me know if you have any questions.

Learn the basics about environmental, social and governance investing strategies.

10/28/2022

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC

I am a financial advisor with Edward Jones and I partner with families, Individuals and Business’s to realize their financial goals. I believe that everyone needs a financial strategy, regardless if that strategy is written on the back of a napkin or you enlist a professional like me. As Yogi Berra once said “If you don’t know where you are going, you’ll end up some place else”, with a plan you give yourself a fighting chance to reach your dreams but without a strategy you can waste precious time working towards something that will bring you no closer to your goals. You may not know if it is better for you to invest into a college savings plan or add funds to your IRA or if it is better open a Roth IRA. The answer is that it depends…. We are all different and the right move for you is different than for anyone else.

A little bit about me:

I have been in financial services for over 20 years and plan on staying for many more. I hold the FINRA series 6, 7, 63 and 66. I proudly served 4 years in the Air Force as a fire fighter. I earned my B.S in Economics from the University of Massachusetts in Amherst. I live with my wife Stacey, my boys Liam and Nathan in Maynard Ma with or dog Blue where we have lived since 2001. When I am not helping my clients reach their goals you can catch me fly fishing in the warmer months and skiing in the freezing ones.

I love to help as many people as possible no matter what the state of their current financial situation. If you have a question, would like some additional information or have a specific need, please reach out. I will give you my honest advice without judgement.

Please call or stop by my office, or visit www.edwardjones.com for more information.

[email protected]
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For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

10/28/2022

Join us as we shed a bright light on everything Medicare
Simplify your Medicare journey in about an hour.

Join us for an enlightening educational seminar about Medicare:

• Medicare is confusing – Learn how to simplify the decision-making process
• When to begin – Discover why timing is so important right from the start
• So many, choices to make – Explore your options, starting with Medicare type
• Mistakes are common, some are costly –Learn how to avoid the pitfalls

Space is limited so please RSVP

Date: 11/03/2022
Time: 5:30 Pm
Location: 110 Grill
129 Parker St
Maynard Ma

RSVP: Bill Thornley
978-841-5800
[email protected]

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC

I am a financial advisor with Edward Jones and I partner with families, Individuals and Business’s to realize their financial goals. I believe that everyone needs a financial strategy, regardless if that strategy is written on the back of a napkin or you enlist a professional like me. As Yogi Berra once said “If you don’t know where you are going, you’ll end up some place else”, with a plan you give yourself a fighting chance to reach your dreams but without a strategy you can waste precious time working towards something that will bring you no closer to your goals. You may not know if it is better for you to invest into a college savings plan or add funds to your IRA or if it is better open a Roth IRA. The answer is that it depends…. We are all different and the right move for you is different than for anyone else.

A little bit about me:

I have been in financial services for over 20 years and plan on staying for many more. I hold the FINRA series 6, 7, 63 and 66. I proudly served 4 years in the Air Force as a fire fighter. I earned my B.S in Economics from the University of Massachusetts in Amherst. I live with my wife Stacey, my boys Liam and Nathan in Maynard Ma with or dog Blue where we have lived since 2001. When I am not helping my clients reach their goals you can catch me fly fishing in the warmer months and skiing in the freezing ones.

I love to help as many people as possible no matter what the state of their current financial situation. If you have a question, would like some additional information or have a specific need, please reach out. I will give you my honest advice without judgement.

Please call or stop by my office, or visit www.edwardjones.com for more information.

[email protected]
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

09/14/2022

When you’re retired, market volatility can be concerning. But you’ve got some effective ways to respond.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.