Generosity meets strategy with tax-savvy donations Submitted by Joshua Wolinski, Edward Jones Financial Advisor Giving to charity feels good, but understanding the tax benefits can benefit both the charity and you. Whether you donate regularly or are planning your first gift, knowing how charitable tax deductions work can help you make informed decisions while supporting…

Smart financial moves to make before year-end Submitted by Joshua Wolinski, Edward Jones Financial Advisor When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for your work, home or pets. It’s a holistic approach—looking at…

Look at your financial situation holistically  Submitted by Joshua Wolinski, Edward Jones Financial Advisor When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for your work, home or pets. It’s a holistic approach—looking at your…

Planning your business exit: Start with the end in mind Submitted by Joshua Wolinski, Edward Jones Financial Advisor If you own a business, you’ve probably spent countless hours thinking about how to grow it, manage daily operations and serve your customers. But have you thought about how you’ll eventually step away from it? While it…

FINANCIAL FOCUS® Investing With Heart: Find a Financial Advisor Who Shares Your Values Submitted by Joshua Wolinski, Edward Jones Financial Advisor When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals — it’s about making sure their…

The importance of setting strong financial goals Submitted by Joshua Wolinski,Edward Jones Financial Advisor There’s a quote about the importance of setting goals that says, “If you don’t know where you’re going, any path will take you there.” You probably have dreams about retirement, vacations, hobbies and more. But if you don’t have a strategy…

Questions to Ask Your Financial Advisor Submitted by Joshua Wolinski, Edward Jones Financial Advisor You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask.  Here are a few suggestions: By making…

Steps to take before—and after—a divorce Submitted by Joshua Wolinski, Edward Jones Financial Advisor Going through a divorce is emotionally painful and can disrupt one’s life in many ways—but does it also have to be financially devastating? Not necessarily. You can help yourself greatly by making a series of moves. Here are some to consider: …

Are your protection plans in place? Submitted by Joshua Wolinski, Edward Jones Financial Advisor Have you ever thought about how much you must protect? Between your family, your finances, your independence and your legacy, it can be quite a lot — and that’s why it’s important to have the right protection plan in place. Let’s…

Don’t lose track of financial accounts Submitted by Joshua Wolinski, Edward Jones Financial Advisor For years, people save and invest in 401(k) plans, IRAs and other financial accounts. They wouldn’t lose track of this money, would they? You might be surprised. About 1 in 7 people has unclaimed cash or property, totaling billions of dollars,…