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Submitted by Edward Jones Financial Advisor Kirk Doyle At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting. The best time to hold this meeting is when you’re still in good mental and physical shape, and
Submitted by Edward Jones Financial Advisor Kirk Doyle It’s almost that time of year when many people start receiving their tax refunds. If you get one, what will you do with it? Of course, the answer will depend somewhat on how big your refund is. Last year, the average refund amount was about $2,750, according
Submitted by Edward Jones Financial Advisor Kirk Doyle As we begin the new year, you may be receiving various tax statements from your financial services provider — so it’s a good time to consider how your investments are taxed. This type of knowledge is useful when you’re doing your taxes, and, perhaps just as important,
Submitted by Edward Jones Financial Advisor Kirk Doyle Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in addition to whatever personal resolutions you might make — volunteering, going to the gym more, learning a new language and others — why not make some financial
Submitted by Edward Jones Financial Advisor Kirk Doyle As you save for retirement, you’ll want to take full advantage of the investment vehicles available to you — and one of the best is a Roth IRA. But what sets it apart from other accounts? Three key factors distinguish the Roth IRA: Tax-free earnings – When