Charitable giving using life insurance
As her family all gathered to sit down at the Thanksgiving dinner table, Mable felt she had an extra-special reason...
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.
As her family all gathered to sit down at the Thanksgiving dinner table, Mable felt she had an extra-special reason...
One important financial goal you might have is saving for your children’s post-secondary education. But, this is likely not your...
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
You should always be able to ask as many questions as you’d like when working with your financial advisor. So,...
As we prepare for Thanksgiving in a few weeks please take some time to think about those in need in...
As a long-term investor, you know following time-tested investment principles can help you manage financial risk. Using the same principles...
In the last two years, the conventional mortgage lending rate for five-year term mortgages rose 77%.1 According to the Bank of...
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
At first glance, many investors are left wondering whether they should invest in a Tax-Free Savings Account (TFSA) or an...
In a 2022 study conducted by Edward Jones and Age Wave, 54% of retirees and pre-retirees over 45 said they...
If you’re close to retirement, you’ll have several financial issues to consider. But you’ll want to pay attention to one...
Like most people, you may have several financial goals. But can you reach them all? It would be simple if...
Harry is a 68-year-old widower who is exploring strategies to make his estate plan more efficient. One way to do...
Higher interest rates have caused the popularity of Guaranteed Investment Certificates (GICs) to surge in recent years. If you’ve bought...
There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has...
When Ken was asked to be co-executor by his stepfather, Graham, he said “yes” right away because it was the...
One important financial goal you might have is saving for your children’s post-secondary education. But, this is likely not your...
You may have heard that it’s important to take the emotions out of investing. But is this true for all...
Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let’s first...
Responsible investing, also known as ESG (Environmental, Social, and Governance) Investing, is a socially conscious way to align your financial...