Jones Financial Group

Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement

Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.

Ever heard of a Roth 401(k)? Would one be right for you?

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Does your #insurance cover you if you get into an accident with an uninsured driver?

In March, stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally.

The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

The sooner you begin investing, the longer your money can work for you.

Retirement may change your perception of investment risk.

On March 17, 2021, the IRS announced that they are extending the 2020 federal filing deadline from April 15th, 2021 to May 17th, 2021. Here are a few things you might not know about the 2020 tax extension: 2021 quarterly estimated taxes are still due on April 15, 2021. Most states, including Pennsylvania, have decided to extend their tax filing due date to May 17, 2021.... You will still be able to file for an October 15th extension by May 17, 2021. No guidance has been given on the 2020 IRA contribution deadline at this time.

These days we’re quick to make all our purchases with credit cards even the small ones. But is that wise?

Connecting with your clients is an important part of serving them, but that doesn’t always come naturally. Follow these four steps to communicate better with any client.