Edward Jones - Financial Advisor: Christopher Mayes

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

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

Going paperless can make tax time much more convenient, not to mention help reduce waste. Sign up for Online Access to easily view, download and share your documents with your tax professional in a few simple steps.

E-delivery of documents Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

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.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more:

Common types of fraud Common types of fraud

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.

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.

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.

Are you an experienced financial advisor looking to take your practice to the next level?

Join us for our On-Demand Virtual Due Diligence Conference and hear from Edward Jones Financial Advisors and Leaders.

Current Series 7 and 66 Licenses required for participation. All event registrations will be reviewed for participation approval.

Edward Jones Virtual Due Diligence for Registered Advisors - On Demand

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.

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?

Check out the current Roth IRA and traditional contribution limits and deadlines as well as details on how you can take advantage of these retirement savings options.

IRA contribution limits and deadlines Roth IRA and traditional IRA contribution limits can change each year.

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

Are you thinking about buying your first home this year?

First-time homebuyer's checklist Saving for your first home? This checklist has tips to help you prepare for homeownership.

Face tax season head-on with the tools you need. Online Access makes it easy to view, download and print tax forms for your records. You can also import information from Edward Jones tax forms into tax preparation software.

Be Tax Season Ready with Online Access Sign up for Online Access and download our app to view and share your tax forms.

March 2 is Read Across America Day! Join readers across the nation today with your favorite book. Which one are you diving into?

Let's discuss steps to take to feel more financially stable, and what I can do to help!

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

Are you an experienced financial advisor looking to take your practice to the next level?

Join us for our On-Demand Virtual Due Diligence Conference and hear from Edward Jones Financial Advisors and Leaders.

Current Series 7 and 66 Licenses required for participation. All event registrations will be reviewed for participation approval.

Edward Jones Virtual Due Diligence for Registered Advisors - On Demand

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

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the next level. Join us March 1 – 3, 2023 for our Premier Due Diligence event. Contact me for more details.

Series 7 and 66 Licenses required for participation. All event registrations will be reviewed for participation approval.

Winter chill got you thinking about summer sun? Plan ahead for your next vacation and get your budget ready for the trip.

Creating a Budget Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

Do you know what your credit score is and how it’s calculated? We can walk you through it

Credit Scores and Reports Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

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.

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint financial goals.