Edward Jones Financial Advisor Lynette Justice

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

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.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

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.

Do you have everything you need to do your taxes? 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.

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.

3 strategies for tax-smart investing 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.

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.

6 tips to help you avoid common tax scams A solid strategy can help safeguard you from these increasingly frequent crimes.

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.

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

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

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

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.

Starting in 2024, Social Security monthly benefits will see a 3.2% increase. But do you have a plan for how to use these extra funds? Here are some suggestions to make the most of the 2024 Social Security COLA increase.

Make the most of the 2024 Social Security COLA increase Social Security monthly benefits are increasing in 2024—do you have a plan for how to use these extra funds?

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

Checklist: Five signs you might need life insurance When is it time to purchase life insurance? Learn the signs to watch out for.

If you’ve suddenly received a large sum of money, you may be wondering what to do with this new influx of funds. Here are some guidelines when determining what to do with a financial windfall.

How to handle an influx of money Consider these ideas

However you celebrate, we hope your day is filled with Christmas cheer!

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Learn more on how we work with you to create a portfolio to that can help you achieve your goals.

How to start an investment portfolio Investments play an important role in helping you achieve your financial goals. Follow these five steps to get there.

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

Year-end moves for your financial strategy As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?

Market compass 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.

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe: https://bit.ly/475LQDt

October is Cybersecurity Awareness Month. Learn about common types of cyber fraud, red flags and what to do if you or a loved one has been a victim of fraud. Watch this webinar live on Oct. 18 at 3:00 p.m. CT or on demand after.

Protecting Yourself from Fraud Wednesday, October 18, 2023 at 3:00 PM Central Daylight Time.

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/45L6qYP

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3S9Ry38

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/48Qc2Uj

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/46LeNUX

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3RUfwPI

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/3Fdhwuw

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/3MdG2jt

Are you interested in investing in a socially conscious way? Check out these strategies, and let me know if you have any questions.

Sustainable investing Learn the basics about environmental, social and governance investing strategies.

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

6 tips to help ramp up your retirement savings These six tips can help you maximize your retirement savings as you near retirement.

Here are questions you should ask yourself when trying to decide whether paying off your mortgage early is right for you.

Should you pay down your mortgage or invest? If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.