Edward Jones-Financial Advisor: Jamie Hartfield

Lena Haas, our head of Wealth Management Advice and Solutions, was recently featured on a Beyond Generations podcast series. Listen to learn more about how our work to better understand each generation's unique needs and challenges can help us build a strategy to work toward achieving your financial goals.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

Women investors often have unique needs to consider when managing their finances, retirement plans and Social Security benefits. Listen to this podcast episode where Lena Haas, head of Wealth Management Advice and Solutions, explores methods to help women prepare for retirement.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

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

Don't miss this Beyond Generations podcast episode where our head of Wealth Management Advice and Solutions Lena Haas explores strategies for bridging the retirement gap between men and women, how creating an emergency fund can be empowering and the importance in taking a more active role in financial decision-making.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

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.

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

What to do with your cash right now Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

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.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

10 Things You Should Know About Stock Market Volatility Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Long-term care insurance Why it’s important

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3S2HoB0

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3tCeBJx

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/3RZhzBN

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/3PUKqVd

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/3FaGCdD

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/3LRjbtu

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/3ZJ6fMh

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3Q7WQdO

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/3ZJ6eI0

Here are five lessons retirees wish they knew before they retired.

5 Lessons Learned From Today's Retirees Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

Weekly market wrap A summary of last week's market highlights and economic news.

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

Services to help your business thrive What to keep in mind.

Here are some key financial and non-financial considerations.

404 Error (US|EN) 404 Errorwww.edwardjones.com/us-en

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

Have you always thought about retiring to some new and exciting (or just different) location? Vacation time can provide the perfect opportunity to scout out potential destinations. Let's chat about strategies that can help you achieve your goals for the next exciting phase of life.

Why not use your vacation to plan for retirement? Haven’t decided on where to retire? Vacation is a great time to evaluate potential retirement destinations but be sure to consider these important factors.

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.

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.