Edward Jones - Financial Advisor: JD Newton

Edward Jones - Financial Advisor: JD Newton Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. Member SIPC.

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Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in reti...
03/22/2023

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:

3 things you can do now to help reduce your future tax bill

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked ...
03/14/2023

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:

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

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:
03/08/2023

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:

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

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:
02/22/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

3 things you can do now to help reduce your future tax bill

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax...
02/16/2023

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:

How your Social Security benefits are taxed and what you can do to reduce your tax burden

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to...
02/07/2023

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:

From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.

Are you ready for tax season? This tax calendar can help you be aware of some of the approaching deadlines:
02/02/2023

Are you ready for tax season? This tax calendar can help you be aware of some of the approaching deadlines:

View important deadline dates for traders, furnishing tax forms and filing tax returns.

Accessing your Edward Jones tax forms is easy and convenient with Online Access. Learn more here:
01/31/2023

Accessing your Edward Jones tax forms is easy and convenient with Online Access. Learn more here:

View, download and print forms, import to tax prep software and share forms with a tax professional.

Do you have everything you need to file your taxes? This list covers some of the most common documents and information y...
01/27/2023

Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return:

Do you have everything you need to file your taxes? This list may help.

If you're not this age, consider sharing this with a younger relative and let me know if you have any questions!
10/24/2022

If you're not this age, consider sharing this with a younger relative and let me know if you have any questions!

To build a nest egg that will see you through retirement, it helps to start young. Here are six steps to get going.

If one of your retirement goals is to relocate to a new home, we’ve got you covered. Here are some strategies to help ma...
10/21/2022

If one of your retirement goals is to relocate to a new home, we’ve got you covered. Here are some strategies to help make the transition a little easier.

Thinking about downsizing, relocating, or moving closer to family when you retire? Here's how to help get your finances ready for the big move.

Edward Jones offers retirement accounts to fit you and your financial goals. Send me a message if you want to run throug...
10/20/2022

Edward Jones offers retirement accounts to fit you and your financial goals. Send me a message if you want to run through what each one entails.

Choose from a variety of plans

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