Edward Jones- Financial Advisor: Libby Cotter

02/19/2024

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.

02/15/2024

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

02/14/2024

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.

02/13/2024

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

Saving money for college

02/12/2024

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

01/26/2024

Here are questions you should ask yourself when trying to decide whether paying off your mortgage early is right for you.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

01/24/2024

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.

01/22/2024

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.

12/25/2023

However you celebrate, we hope your day is filled with Christmas cheer!

12/22/2023

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

12/20/2023

Learn more on how we work with you to create a portfolio to that can help you achieve your goals.

Investments play an important role in helping you achieve your financial goals. Follow these five steps to get there.

12/18/2023

For retirement plan sponsors, change is here thanks to the SECURE 2.0 Act, and more is on the way in the years ahead.

Discover key changes in the SECURE Act 2.0 for employers and small businesses.