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I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str
ategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/drew-evans for more information.
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Our annual survey shows that many Americans prioritize education savings but nearly half fear they aren't saving enough. 529 plans can be an effective tool offering control, flexibility and tax advantages for those who own them. Learn more to find out whether you can benefit from a 529 plan.
See the latest results from Edward Jones' annual 529 education saving survey.
529 Day is this Monday. Let's talk about your plans to save for the future.
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 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:
Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.
Take a look, and let me know if you have any questions!
Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.
We are excited to share that our Branch Office Administrator, Janice Baber, has been selected to attend the Edward Jones Branch Team Support Conference this fall! The Branch Team Support Conference is an annual meeting where attendees are recognized for the critical role they play and the contributions they make when it comes to balancing a high level of production and providing excellent client service. Congratulations Janice and thank you for taking such great care of our clients!
Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.
Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.
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
Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.
Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.
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
Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.
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.
Do you know how to protect yourself from a cyberattack? To increase awareness of cybersecurity best practices, I'll be posting helpful tips over the next days and weeks. So, be sure to check back in to this page for actionable ways to improve your cybersecurity. Click this link for more information:
Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?
Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.
This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.
Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.
Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more:
Common types of fraud
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:
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:
View, download and print forms, import to tax prep software and share forms with a tax professional.
Interested how markets have typically performed around the midterm elections? Take a look at the election section of our quarterly market outlook.
Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en
Interesting article. Let's talk about ways to find more saving opportunities in your financial strategy.
Wage growth for millennials is being undercut by rising inflation rates, particularly for home rental costs.
When to retire is a crucial decision. Let's discuss what makes the most sense for your personal situation.
Retirement does not have to be an all-or-nothing decision.
What do you get when you combine rising prices with increased volatility? Lots of confusion. Here’s an easy-to-understand piece that breaks down what inflation is, why it’s happening, and how you can prepare for an uncertain future.
After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.
Markets have already done a lot of work to the downside in the first half of the year. While we may see volatility as earnings and economic data catches up, we recommend remaining fully invested.
Mona Mahajan, Edward Jones Senior Investment Strategist, joins Yahoo Finance Live to break down market outlooks during the Fed's quantitative tightening, inflation amid geopolitical concerns, and volatility forecasted for late 2022.
Join Edward Jones associates, clients, friends and families in participating in the ’sAssociation Walk to End Alzheimer’s. Together, we can raise awareness for a breakthrough in the fight against Alzheimer’s and all other dementia. Register today.
The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.
Summer break is over, and classes are back in session. It’s the perfect time for a fresh financial start. Send me a message and let’s strategize on how you can save for the future.
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