Edward Jones-Financial Advisor: Mark Wilkins

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

Faith-based investing: Applying personal values to your portfolio (US|EN) No matter your religious beliefs or affiliations, there are investing options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

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.

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

Passing the torch: What businesses need in succession plan 52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

Retirement introduces you to a world of new opportunities, keep your financial independence a priority along the journey.

Preparing for Financial Fitness in Retirement Today's investment decisions fuel independence to retire when you want to

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

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.

Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers of the markets and economy in the second half.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk. Here are 4 key tips to help get started.

The Great Wealth Talk: 4 tips to help normalize the inheritance discussion (US|EN) Having discussions about the inheritance you're planning on leaving doesn't have to be uncomfortable. Explore these four tips that can help normalize the conversation.www.edwardjones.com/us-en

We believe that regularly reviewing your investment performance can help you determine if you're likely to reach your financial goals. But it's important to put that performance into perspective and take a long-term approach. Let's schedule time to determine whether you're on track.

Putting your performance into perspective Understanding your performance in the context of your long-term goals can help you stay on track.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Defining your legacy Ensuring your assets are handled according to your wishes requires planning.

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

Unexpected events can negatively impact your finances and life goals. Learn strategies to help safeguard what's important to you in the face of adversity. Watch this webinar live on June 26 at 3 p.m. CT or on demand after.

Protecting Your Life Goals Wednesday, June 26, 2024 at 3:00 PM Central Daylight Time.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Be aware: 6 red flags to help you recognize fraud (US|EN) Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Reserve Line of Credit (US|EN) Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

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.

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

What’s a 529 plan? Saving money for college

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Grandparents and gifting: Smart strategies to help leave a lasting legacy (US|EN) Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

Do you have these 3 financial goals covered?

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

529 Plans Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

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.

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Longevity and the new journey of retirement Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

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.

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Retirement isn’t one-size-fits-all View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

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.

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. You should look to achieve growth from short-term investments while still keeping up with inflation.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Making summer plans? Be sure revisiting your financial strategy is on the list.

3 milestones to help achieve financial stability Getting there is often the hard part. These milestones can help you on the road to financial stability.

Let's connect to make sure you are prepared.

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