Edward Jones - Financial Advisor: Brandon M Smith

03/26/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/4rRCgis

03/02/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

02/26/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

02/24/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/18/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

02/16/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

02/13/2026

It’s never a bad time for a little more love in the world. Happy Valentine’s Day, and may you get to spend it with those who matter the most to you.

02/12/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

02/10/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

02/06/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/4bCUn6w