Edward Jones - Financial Advisor: David Samachson

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.

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.

02/24/2024

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.

02/20/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

02/07/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

10/13/2023

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

09/28/2023

Market Pulse for 9/27/2023

09/08/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

06/29/2023

We’re now squarely in the middle of 2023. What are we watching for the second half of the year?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.