Edward Jones - Financial Advisor: Matt Wurtz

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

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

What is tax-loss and tax-gains harvesting? Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

Have you been meaning to explore your charitable giving options but unsure where to start? Check out these potential options and then contact me for a full copy of our "Charitable giving: strategies to fit your unique needs" report.

Charitable Giving: Advanced giving strategies View lifetime charitable gifting strategies to consider adding to your financial strategy.

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

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Are you saving for retirement? Read through this checklist

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.

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement could be at risk. Here are 9 strategies to help protect it. (US|EN) Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

There are some proactive steps that could help improve your retirement income. Read these three benefits of delaying your retirement and then call to discuss whether this may be an effective strategy to help you achieve your own future income goals.

The value of delaying retirement Postponing retirement for just a few years, or even months, can have a big impact on your savings.

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

Being retired and understanding social security Understand how Social Security plays a role during this important time in your life.

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty?

Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass.

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...

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.

You've seen the headlines about rising prices. Let's talk about how this might impact your retirement.

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.

What drives bond prices? And what should you expect from your bond returns? Let’s revisit the case for bonds with some perspective on these and other key questions.

7 key questions about owning bonds today Want to talk about bonds? We’re here to help.

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.

New year, stronger you. It's the perfect time to start your financial wellness journey. Get to work by taking our lesson on healthy financial habits.

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

Check out this article, then let's discuss.

How much should I take from my Investments? How much you withdraw from your portfolio each year can play a role in how long your money could last.

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

IRA vs. 401(k) Benefits to having both

Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.

We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.

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Explore our lessons and resources to help you have a less complicated tax season!

Taxes: The Basics Understand why managing your taxes is so important. From Edward Jones and EVERFI

Learn how your investments are taxed and how to potentially reduce your future tax burden.

How are my investments taxed? We lay out the three different types of investment taxes and what they mean.

Leaving behind a legacy is more than just the money you’ll leave to your family — it’s about helping your loved ones gain the knowledge they need to be financially secure after you’re gone. Here are five tips to help you grant financial wisdom to the younger generations.

How to pass on your financial wisdom to your family Here are 5 tips to help you grant financial wisdom to the younger generations.

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.

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

How your Social Security benefits are taxed — and what you can do about it Four facts to know to potentially reduce your tax liability

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Roth IRA vs. traditional IRA: What’s the difference? Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

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.

We believe in building strong professional relationships by offering our firm's insights and resources to help support the success of our valued partners. Learn more about our e-brochures, the Connection Journal and other educational materials that we provide to tax and legal professionals.

Publications for tax and legal professionals Check out our quarterly journals and educational materials for legal and tax professionals.

It’s never too early to start estate planning. Take charge of your family’s financial future and use these tips to begin solidifying your strategy.

Ready to start estate planning? 5 tips to guide you

Have you made your IRA contribution yet? If not, now's the time. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2023 retirement contributions is April 15, 2024.

IRA contribution limits Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.