Edward Jones - Financial Advisor: Sam Haines

Wedding season is in full swing. If you recently got married, here are some tips to help your finances live happily ever after.

Financial checklist for newlyweds (US|EN) When getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Your W-4 can help avoid surprises during tax season (US|EN) Learn how your W-4 options can help determine if you get a refund or owe money come tax time.www.edwardjones.com/us-en

Who says you can’t have fun on a budget? Read how to save money while still enjoying life to the fullest.

Balancing the family budget Know where your money goes

Here’s to the land of the free and the home of the brave. Happy Independence Day!

Find out more about my CRPC™️ designation. Chartered Retirement Planning Counselor™️, CRPC™️ and CRPC™️ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

Do you believe these 5 myths about HSAs? (US|EN) There's still a lack of clarity around the power of health care savings accounts (HSAs). Did you know an HSA can also be a savings tool for retirement?www.edwardjones.com/us-en

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

IRA FAQs (US|EN) Answers to your commonly asked questions about individual retirement accounts (IRAs).www.edwardjones.com/us-en

Let's build your financial preparedness for America Saves Week.
Having an emergency savings fund can help ensure a surprise expense doesn't knock you off track.

Building Emergency Savings Learn why and how to save for emergency expenses. From Edward Jones and EVERFI

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Shopping for Insurance Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Are you emotionally ready to retire? Read more here

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/4aXzYFP

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.

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Are your 401(k) contributions keeping up with your salary? Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

Happy Financial Literacy Month! Your financial voyage is unique and our lessons are your compass for financial capability. This month, let’s navigate the seas of financial growth together.

Investing in Your Future Realizing your dreams starts with smart investing

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.

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Understanding IRA rules and regulations Saving for retirement

The new year ushered in several changes to retirement accounts, contribution limits and insurance premiums. Here’s how they could impact your financial strategy.

5 changes that could impact your retirement (US|EN) Understand how these five changes in 2024 can impact your retirement and financial strategies.www.edwardjones.com/us-en

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.

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?

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

Retiring from work It's important to think about when you want to retire and how you want to spend your time.

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

401(k) or IRA? We’ve got you covered. Choose from a variety of plans

We expect broadening markets to benefit well-diversified portfolios in 2024. Check out our latest Monthly Portfolio Brief for our recommendations moving forward and reach out with any questions.

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

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.

Help your portfolio start the year off on the right foot — with your goals in focus.

3 Ways To Strengthen Your 2024 Portfolio Learn how to strenthen your investment portfolio based on our view of 2024 interest rates, the economy and central bank monetary policy.

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Protect yourself against fraud Stay informed

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.

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Protect yourself against fraud Stay informed