
Financial checklist for newer parents
If you’re a new parent, or even if you’ve been one for a little while, you’re no doubt filled with...
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.
If you’re a new parent, or even if you’ve been one for a little while, you’re no doubt filled with...
It’s officially tax season, which means your mailbox is probably full of envelopes marked “Important tax documents enclosed.” With so...
For many Canadians, your house is often the largest single purchase you will make during your lifetime. Recent Changes: What’s...
Spring is here — which means it’s once again time to wash the windows, organize your cabinets and steam your...
You can start by answering these questions: What is your specific goal? What obstacle do you face in achieving this...
Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax...
We all know asset allocation is important — but did you know asset location is? Asset allocation is the mix of...
Considering whether to complete your taxes yourself or hire a tax professional? Here are some pros and cons of each...
Most people recognize the need for life insurance – but many still don’t have any, or have the wrong type...
As you may know, some businesses pass along part of their profits to investors in the form of dividends. If...
Like many Canadians, you may wonder how election outcomes affect financial markets. You may also wonder whether you should change...
When it comes to financial planning and securing a stable retirement, annuities are often overlooked or misunderstood. Annuities can provide a guaranteed...
Why does the Bank of Canada cut the interest rate? The Bank of Canada (BoC) meets eight times a year...
Sustainable investing enables you to invest your money in a socially conscious way according to your personal preferences and values....
Income splitting is a strategy that aims to level out income earned by married or common-law spouses with the goal...
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
What is the principal residence exemption? The principal residence exemption generally allows you to sell your home, i.e., your principal...
As her family all gathered to sit down at the Thanksgiving dinner table, Mable felt she had an extra-special reason...
As 2024 comes to a close, consider reviewing your current financial situation with the help of your Edward Jones advisor...
It’s a common dilemma for many Canadians – should you pay down your mortgage or contribute to a Registered Retirement...