Edward Jones-Financial Advisor: Caren Merson

04/22/2024

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.

03/11/2024

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.

01/19/2023

From asset performance to the economic and international outlook, we take a look at what this activity means for investors.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

05/03/2021

Our Managing Partner Penny Pennington has been named to Barron's Top 100 Women in Finance. Take a closer look at who she is and how she's leading the firm, despite the challenges brought on by the pandemic.

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Penny Pennington is a managing partner at Edward Jones

04/30/2021

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

When you change jobs, it's important not to forget about your 401(k) from your last employer.

04/19/2021

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always recovered—and bull markets tend to be stronger than bear markets.

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