Edward Jones - Associate: Jason Baldwin

03/06/2024

Have you been meaning to explore your charitable giving options but unsure where to start? Check out these potential options and then contact me for a full copy of our "Charitable giving: strategies to fit your unique needs" report.

View lifetime charitable gifting strategies to consider adding to your financial strategy.

02/28/2024

With tax season quickly approaching, it's a good time to consider the tax implications of your charitable giving goals. Read these potential tax implications to consider and call me to discuss a financial strategy designed to fit your unique needs.

By planning ahead, you can support the causes you care about, and potentially realize tax benefits.

02/21/2024

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.

02/14/2024

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.

02/07/2024

Whether retiring or changing jobs, you typically have four options for your old 401(k) retirement plan. See the options available to you, and we can make a plan based on your needs.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

01/31/2024

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This makes Social Security – and retirement income strategies that fit their unique needs – especially important.

We understand the special circumstances for Social Security that are unique to you in particular.

01/24/2024

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future

01/17/2024

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

01/10/2024

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

01/03/2024

When people think about their ideal retirement, they typically think of relaxing on the beach. But what happens after you leave the beach? These six questions can help you define, and potentially achieve, your ideal retirement.

These six questions can help you define, and potentially achieve, your ideal retirement.

01/01/2024

What is your New Year’s resolution? If it involves finances, I can help. Together, we can create a strategy to help you achieve your financial goals.

12/27/2023

According to a 2023 study we did with Age Wave, the median affordable retirement length is only 15 years, not nearly the 29 years retirees say would be the ideal length of their retirement. National Retirement Security Month is the ideal time to revisit your retirement strategy.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.