Edward Jones - Financial Advisor: Norman Eisley

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

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

May’s broad-based rally highlights the benefits of maintaining a globally diversified portfolio based on your long-term goals.

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

While anyone can become a victim of fraud, some scams specifically target older adults. Today, on World Elder Abuse Awareness Day, take some time to learn how to protect yourself and your loved ones from falling victim to financial fraud, and as always, you can call my office if you have any questions: https://bit.ly/3z3IEfR

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.

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

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.

In May, markets reached another milestone as the Dow Jones Industrial Average crossed 40,000 points for the first time.

In our latest Market Compass, we discuss whether the fundamental conditions support the move higher in stocks. Can the rally continue, or will it fizzle out?

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...

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.

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

From our local office, building deep personal relationships with our clients is a priority. What our clients don't see is our "back office" and the stability and resources of a Fortune 500®️ firm.

https://bit.ly/4caCmJy

Disclosure: Fortune 500®️ 2013-2024 published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating. From Fortune®️. ©️2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune®️ and Fortune 500®️ are registered trademarks of Fortune®️ Media IP Limited and are used under license. Fortune®️ and Fortune®️ Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones.

The key to being rich is knowing what counts. Let’s put aside all the things that don’t count and focus on what really does—love. Happy Pride Month!

Tax season is nearly upon us! We're proud to offer our All-Star Tax Series of continuing education webinars for CPAs, EAs and attorneys. Register today at allstartax.com and attend this webinar series from the convenient location of your own desk (or wherever you choose).

Continuing professional education Learn about the continuing professional education resources we offer to CPAs, EAs and attorneys.

We’ve surpassed more than 111,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $45 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025. Please consider registering for your local walk at alz.org/edwardjones

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Walk to End Alzheimer's | Alzheimer's Association The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

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

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Are professional trust services right for you? Learn more about whether a corporate trustee is the right choice for your needs and goals.

Unexpected life events – like serious injury, long-term illness or death of a partner – are affecting women even more as their impact on household income increases. Planning ahead can help protect both you and your family. Call me to discuss a long-term strategy to weather these storms.

Protect your financial future Here’s how.

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

Looking to take your practice to the next level?

Join us in Seattle at the Financial Advisor Opportunity Event on July 18-19, 2024.

https://bit.ly/3x4itF7

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Debt Management Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt. From Edward Jones and EVERFI

Edward Jones Principal Vanessa Okwuraiwe recently appeared on this Beyond Generations podcast episode to discuss how important financial education is when working toward a sound financial future. Listen to learn more.

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.

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Advance care planning: Helping to ensure your wishes are honored (US|EN) Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Family Conversations about Money Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

2023 marked the third year of our renewed, five-year strategic alliance with the Alzheimer’s Association. Our continued support will enhance care and support programs, provide educational materials, fund critical Alzheimer’s research, impact early detection, and enhance care and access to Alzheimer’s resources for underserved individuals and communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/44Sz4YY

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

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.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Current rates Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

Alzheimer's is a devastating and costly disease in more ways than one, affecting the lives of more than 6 million Americans. This Beyond Generations podcast episode features Edward Jones Principal Vanessa Okwuraiwe sharing information on our work to help end Alzheimer's.

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.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en