Edward Jones-Financial Advisor: Blake Summarell

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

03/14/2023

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.

02/22/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

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

02/16/2023

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:

How your Social Security benefits are taxed and what you can do to reduce your tax burden

02/07/2023

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:

From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.

11/24/2022

Happy Thanksgiving!

11/11/2022

08/30/2022

How much you withdraw from your portfolio each year can play a role in how long your money could last.

08/28/2022

A summary of last week's market highlights and economic news.

08/09/2022

Mona Mahajan, senior investment strategist at Edward Jones, discusses her investment strategy. She says another 20 percent-plus drawdown in equities is unlikely. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia." (Source: Bloomberg)

07/05/2022

Mona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box' to discuss her market outlook and fears of a U.S. recession.