Edward Jones-Financial Advisor: Madeline Wold

12/24/2024

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

12/12/2024

If you own an IRA and you're not fully funding it each year, you could be missing an opportunity for your investments to grow tax deferred.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

09/11/2024

Those who lost their lives on September 11th will always be in our hearts.

06/28/2024

Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers of the markets and economy in the second half.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

06/07/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

05/30/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

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.

04/17/2024

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

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.

03/12/2024

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.