John Cole - Edward Jones

03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

03/01/2022

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

\\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

02/22/2022

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward Jones from clients during tax season.

Find answers to common tax-filing questions for your taxable and retirement accounts.

02/08/2022

Tax time doesn't have to be complicated. Find information, guides and answers to commonly asked questions to help make filing your federal income tax return a little easier this year.

Information to help make your federal income tax filing easier, year-round.

02/01/2022

You can view, print and download your tax forms here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

01/26/2022

Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on January 26th to learn more about the opportunity at Edward Jones. Current Series 7 & 66 registrations required for participation.

01/13/2022

Need help reaching your 2022 financial goals? We’ve got you covered. Get in touch so we can help you create practical strategies and guide you every step of the way.

01/03/2022

Another reason to start thinking about your retirement goals early? A new study shows that retirees with little debt and guaranteed income were the happiest in their golden years.

Let’s talk about your goals and purpose in retirement.

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These factors are most common among those who are "comfortable" or "affluent" in retirement, according to a study. Here are the key takeaways.

12/09/2021

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

11/11/2021

The market changes every day, but what you want for your future probably doesn’t.

Learn more about how our philosophy is just one of the ways we can help you reach your goals.

10/24/2021

Estate planning is an essential part of your purpose and legacy. Let’s chat about where you are with your estate plan and how your financial strategies fit within it.