Edward Jones - Financial Advisor: Derrick Hall

03/26/2024

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

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.

02/27/2024

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you can easily share your documents with your tax professional or tax preparation software, helping streamline tax season in 2024.

Sign up for Online Access and download our app to view and share your tax forms.

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.

02/22/2024

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/42MJVTc

02/20/2024

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3ULeuXs

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.

02/18/2024

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/49w6Q7O

02/18/2024

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.