Retirement: What every investor needs to know
In a 2022 study conducted by Edward Jones and Age Wave, 54% of retirees and pre-retirees over 45 said they...
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
In a 2022 study conducted by Edward Jones and Age Wave, 54% of retirees and pre-retirees over 45 said they...
It’s that time of year again, and the deadline for filing your 2023 taxes is just around the corner. With...
In February 2022, the greatest quarterback of all time announced his retirement from professional sports at the age of 44....
Canada Pension Plan (CPP) and Old Age Security (OAS) retirement benefits both have a normal start date of age 65....
Harry is a 68-year-old widower who is exploring strategies to make his estate plan more efficient. One way to do...
Trusts are an important planning tool for many Canadian households. Some benefits can include tax planning opportunities, and estate management....
Determining your priorities At Edward Jones, we do money differently. Because you’re different. And what is important to you is...
You and your partner may agree on many key issues facing you at your current stage of life, such as...
If you’re close to retirement, you’ll have several financial issues to consider. But you’ll want to pay attention to one...
Many Canadians find themselves at the crossroads of financial decisions as their mortgage renewal date approaches. Today, families are reassessing...
The approaching 2023 RRSP deadline is like a financial compass pointing toward the need for decisive action. Are you prepared?...
What is Automatic Investing? While data shows that younger generations are challenging old adages related to personal finance, there are...
As the calendar page turns toward the year’s end, it is time to take stock and do an annual check...
As the year draws to a close, so do opportunities for new home buyers in Canada to get some much-needed...
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
According to estimates, about $1 trillion will be transferred from one generation to the next between 2016 and 2026.1 Have...
As 2023 comes to a close, consider reviewing your current financial situation and our 2023 year-end checklist. Some items to...
Launched earlier this year, the Government of Canada launched a new type of investment account to help Canadians save toward...
Many Canadians find today’s rising cost of living difficult to manage. If you’re on a fixed income, or haven’t been...
If you’re a new parent, or even if you’ve been one for a little while, you’re no doubt filled with...