Edward Jones - Financial Advisor: Jody Madding

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what you should know about Medicare.

Health care in retirement Make sure to prepare for costs

Our investment strategist Angelo Kourkafas reacts to the latest job report in U.S. News and World Report.

Economy Adds 517,000 Jobs in January, More Than Double Estimates The economy is showing resilience as it enters 2023.

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

Access your Edward Jones tax forms View, download and print forms, import to tax prep software and share forms with a tax professional.

It's normal to feel confused on whether to choose a will or living trust—or even both. Learn the basics to become more confident that you’re making the right moves for your family and your legacy.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

Cost basis regulations \\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

A client sent this to me during the insanity of the early COVID days. I was digging through a drawer today and happened upon it. A little comedic relief at the end of yet another weird week. Have a great weekend!

Tax time doesn't have to be complicated. Find information, guides and answers to commonly asked questions to help make filing your federal income tax return a little easier this year.

Tax resources Information to help make your federal income tax filing easier, year-round.