Edward Jones-Financial Advisor: Chris Hardt
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Townsgate Road
91361
Townsgate Road
2625 Townsgate Rd, Ste 330
Townsgate Road
Townsgate Road
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Life is a roller coaster of emotions that has a real effect on our bodies and minds. Learn about the fundamentals, benefits, and strategies you can use to practice mindful living this year.
Mindful Living Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI
Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!
Thank you to the dads and father figures in our lives who gave us the love we needed to be the people we are today.
I’m excited to share that I’ve again been recognized as a 2024 Forbes Top Best-in-State Wealth Advisor for the third consecutive year. Thanks to everyone who made it possible, and congratulations to all who made the list!
To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.
A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.
Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.
Here are five lessons retirees wish they knew before they retired.
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.
Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.
Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.
https://bit.ly/4dtGohw
Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.
As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.
The Great Wealth Transfer Talk Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.
Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.
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
Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:
Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill
At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:
Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.
Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:
Avoid these common tax-filing mistakes Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.
These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:
Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill
With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:
4 facts you need to know about Social Security benefits taxation How your Social Security benefits are taxed and what you can do to reduce your tax burden
Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.
Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.
Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.
Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.
We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:
2023 tax season: What you need to know From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.
Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.
Do you know how to protect yourself from a cyberattack? To increase awareness of cybersecurity best practices, I'll be posting helpful tips over the next days and weeks. So, be sure to check back in to this page for actionable ways to improve your cybersecurity. Click this link for more information:
6 ways to protect yourself against cyber threats Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?
Curious about the market outlook and opportunity areas for the next 12 months? Register for our webinar, “2023 Market Outlook: How to Get Ready for What’s Ahead.”
2023 Market Outlook: How to Get Ready for What's Ahead. Wednesday, January 18, 2023 at 3:00 PM Central Standard Time.
We will be hosting David Ford of Capital Group, American Funds for their presentation of "The World in 2030: Investing for the Next Decade" on 10/21/2022 at 11:00am. Call or message to register for the event.
Our research, spanning five generations, reveals that retirees overwhelmingly report purpose as a key element of a successful retirement. Americans told us the pandemic impacted their purpose. Let's talk about how all four pillars of the new retirement: health, family, purpose and finances, can help you.
[EDJ2021]
What does your personality type say about your financial behavior? Researchers have identified seven money personalities. Here are the pitfalls to avoid and some advice based on your type.
[EDJ2021]
There are 7 money personality types, says psychology expert—how to tell which one you are (and the pitfalls of each) Want to grow your wealth, have enough money to retire and live a happy life? The first step is to identify and understand your money personality type, says financial psychology expert Ken Honda.
Today is Parent Appreciation Day, be sure to share this with your children 🙂
Increased time at home over the past year taught us that home improvement projects can only keep us busy for so long—and it also changed the way many people think about retirement. Check out these 7 surprising insights to see how your retirement expectations may differ from retirement reality.
[EDJ2021]
Seven Retirement Surprises Millennials, Gen X’ers & Boomers Learned During 2020 Many Millennials, Gen X’ers, and younger Boomers are surprised by what they learned from living at home for an extended period. Find out how those surprises can shape their retirement perceptions.
Airline and hotel prices are slowly climbing back to their pre-pandemic prices. Here are some travel hacks that can help you save money when booking your holiday vacation.
These Travel Hacks Will Save You Money When Booking Your Next Vacation, According to Expedia Expedia just released data on the best times to book flights and hotel rooms — and their findings might surprise you.
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