Brandon Danielson, Financial Advisor, Edward Jones

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Account options at Edward Jones Here’s what we offer

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

Recent Market Volatility | Edward Jones The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college costs.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or financial setbacks, learning how to make course corrections can help you stay on financial track. Let's chat soon to explore any retirement course corrections you might need to make.

Resilient choices and the new retirement Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

Read about education savings strategies From 529s to bonds, etc.

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

The June 30 FAFSA deadline is coming up and we want you make the most of college funding opportunities. Brush up on what options are available to you, what sort of unexpected costs to consider and how much you should put aside for college savings.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

Are you starting to save for a child's education? Here's a savings checklist that can help get you started.

Your education savings checklist How to get started

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

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Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

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.

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to help ensure you pass on your assets in the way you intend.

Ready to start estate planning? 5 tips to guide you

All retirees have one goal in common: Ensuring their income provides for their needs for as long as they need it. The first step toward achieving this is to identify how much income you'll need in retirement.

Are you relying too much on your retirement portfolio? How to determine if you’re too reliant on your investment portfolio for retirement income.

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.

In need of tax season support? We've got you covered! Learn more about our annual tax guides, tax form assistance, advanced tax and Social Security planning and support charts.

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"Finding a good nursing home for yourself or a loved one may take time and effort, but it is well worth it. This article gives you important facts about nursing homes today and tips on how to search for a high-quality facility.

https://bit.ly/3PLW3zv

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

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10 Things You Should Know About Nursing Homes Chronically understaffed and expensive, nursing homes have changed over the years, much of it for the worse. But they fill a need for many. How do you find a good one?

The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas and tips for teaching your kids about money and how inflation has such a big impact.
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Aside from teaching your kids, if you have questions yourself about finances or investing when inflation is so widespread, please feel free to contact me.

There are many older adults facing a retirement with no or insufficient income sources. There are still several ways to stash some cash for those golden years. This article contains seven strategies that can help you in both the short and long term.
https://money.usnews.com/money/retirement/articles/the-best-ways-to-boost-retirement-savings-after-age-50 If you have questions about reaching your retirement goals, please feel free to contact me.

Leaving a steady paycheck behind can be a scary thing. However, working with a financial professional is the best way to figure out how much monthly income you’ll actually need in retirement. See how much other retirees make and spend in this inciteful article. https://money.usnews.com/money/retirement/articles/what-is-a-good-monthly-retirement-income If you have additional questions about reaching your retirement goals, please feel free to contact me.

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health check. This great article from New York Life includes five things you can do to help minimize your taxes for the future. If you have any additional questions about your taxes or personal finances today, please contact me.

Make filing your tax return the start of your financial health check. Plan your tax strategy with five top tax season financial planning considerations from refunds to cashflow and investment-related deductions.

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

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If you have additional questions about reaching your retirement goals, please feel free to contact me.

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
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Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Survey: Some Americans who plan to retire say they’ll leave the workforce early - NerdWallet Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!