Edward Jones - Financial Advisor: Cory Hazelip

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Photos from BNI Sunrise Referrals's post 07/12/2024

Always enjoy sharing solutions to peoples financial problems!

Elections and the markets: 4 lessons from the past 06/07/2024

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.

Boost your retirement income with these 3 tax strategies 04/23/2024

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

How can you use your tax refund? Let’s count the ways 04/17/2024

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.

Do you have everything you need to do your taxes? 03/25/2024

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.

6 tips to help you avoid common tax scams 03/02/2024

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.

Avoid these common tax-filing mistakes 02/24/2024

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.

Questions about Edward Jones tax forms 02/20/2024

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.

Balancing the family budget 02/02/2024

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Balancing the family budget Know where your money goes

6 life events that might impact your estate plan 02/01/2024

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

6 life events that might impact your estate plan Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

How to take advantage of the mega backdoor Roth strategy 01/31/2024

Want to increase your tax-free retirement savings? The mega backdoor Roth strategy could help you raise the ceiling on your retirement plan contributions.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Services to help your business thrive 01/26/2024

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.

Market news is everywhere — but what does it all mean for you? 01/26/2024

2023 finished on a strong upswing. Will 2024 continue where it left off?

In our latest Market Compass, Principal and Investment Strategist Craig Fehr discusses the handoff from 2023 to 2024 and the forces that might influence the year ahead.

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...

5 common misconceptions about wealth transfer 01/25/2024

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.

3 strategies for tax-smart investing 01/24/2024

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.

01/23/2024

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.

01/04/2024
01/03/2024

Financial anxiety comes in many forms – worrying about retirement, stressing about stocks, and feeling uncertain about your future. I help my clients reduce stress by better understanding their finances.

Send me a message, or comment to learn more.

07/26/2023

I'm so honored to have the opportunity to be a part of and represent such the amazing people in BNI Sunrise Referrals. Loved being able to give back to KVNE Shoe Drive!

05/31/2023

Join us for our webinar, Estate Planning: Securing Your Family's Future on Wed, Jun 21 2023 at 03:00 PM CDT

Estate Planning: Securing Your Family's Future Wednesday, June 21, 2023 at 3:00 PM Central Daylight Time.

Account options at Edward Jones 05/20/2023

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

What to do with your cash right now 05/19/2023

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.

3 milestones to help achieve financial stability 05/18/2023

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.

Home | Edward Jones 05/17/2023

Check out four ways to ensure your retirement savings don’t get away from you.

Home | Edward Jones Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

05/16/2023

With recent market volatility and continued uncertainty, you may find yourself asking, “Should I keep my money in cash or invest it somewhere else?” Watch this webinar live on May 24 at 3:00 CT or on demand after.

Making Cash Work for You, No Matter the Market Environment Wednesday, May 24, 2023 at 3:00 PM Central Daylight Time.

6 tips to help ramp up your retirement savings 05/15/2023

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.

04/11/2023

Happy National Pet Day! What's your favorite thing about your pet?

03/23/2023

Setbacks happen. Here's how to get back on track, and give me a call to help you work through the specifics.

Considering an ETF? 03/22/2023

Let's review the ins and outs of ETFs, and then let me know if you have any questions!

Considering an ETF? Here’s how they work

Understanding IRA rules and regulations 03/22/2023

Want to learn more about traditional IRAs? Check this out!

Understanding IRA rules and regulations Saving for retirement

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Videos (show all)

These are the next steps you could take with your 401(k). Give me a call, and let's discuss what strategy is best for yo...
In this month's market compass, we review why diversifying your portfolio internationally may still make sense.
Are you among them? Let's meet to discuss why building and maintaining an emergency fund is a critical part of your over...
3 tips to improve your financial wellness

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455 Rice Road, Suite 100
Tyler, TX
75703

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Investing in Your Next Chapter