Edward Jones-Financial Advisor: Kelly Dandurand

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

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

Did you know you may be able to use insurance to help fund your legacy goals? Take a look, then let's chat.

Setting inheritance expectations Fund your legacy

Here's a closer look at advance planning for business exit strategies. Happy to discuss in further detail.

Business exit planning: 5 steps to help get started Exit from your business while maximizing return potential and maintaining continuity

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

What you should be thinking about at this age to help you reach your financial goals in the future.

Investing in your 40s What you should know

When building your post-retirement strategy, it’s important to include some wiggle room for any health care costs. Here are some ways to do that.

Health care in retirement Make sure to prepare for costs

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

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

Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Check out this financial checklist for new grandparents, and let me know if I can answer any questions!

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

Preparing to welcome a new member of your family is a busy and exciting time. Our checklist can help get your finances ready, so you can just enjoy what’s ahead.

Growing your family? Use this checklist to prepare

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Register here:

Financial Advisor Opportunity for Career Changers Webinar

Moving to a new home can be an exciting time, but it can also come with financial challenges. Consider these five steps to help build a strong financial foundation when tackling a move to a new home.

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

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

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.

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.

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Why you should name beneficiaries Where to begin

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...

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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In a study we conducted, one-quarter of respondents revealed they'd like to learn more about investing, debt management and retirement planning to help build a stronger financial future. Boost your financial knowledge with one (or more) of these lessons.

Strengthening Your Financial Credit. Managed debt strengthens credit scores and opens doors

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

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/3KfkQId

Our heartful gratitude to those who have served, or are currently serving, our country. Our flag waves proudly because of you.

Build the career you imagine by becoming an Edward Jones Financial Advisor. Learn more at our next Financial Advisor Opportunity webinar.

Register here:

Financial Advisor Opportunity for Career Changers Webinar

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.

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

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Shopping for Insurance Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

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?

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