Tag: Edward Jones Financial Planning
What is Sustainable Investing?
(This article was provided by Darryl Metzger, Financial Advisor at Edward Jones, Stittsville. Get in touch with Darryl to learn more of how he can help with your financial planning…
Your Edward Jones financial year-end checklist
The end of the year can be busy – but an ideal time to review your financial situation, the alignment between your portfolio and your goals and opportunities to adjust or capitalize on market fluctuations.
Three strategies to help you pay down debt
Living with debt can be stressful, especially during high-inflationary periods where it can be more difficult to find extra money to put toward debt repayment.
Is an RRSP always the best choice for retirement?
While there’s no doubt RRSPs remain an excellent way to save for retirement, they’re not the only tool in the box – other types of accounts can possibly be more effective.
Should you pay down debt or invest?
To determine whether it would be better for you to pay down debt or invest in the market, you need to look at your situation holistically…
First Home Savings Account considerations for 2024
With the launch of the First Home Savings Account (FHSA) in 2023, many Canadians opened accounts to start saving for their first home…
5 smart strategies for your tax refund
While getting a refund often feels good, it means you’ve overpaid and essentially given the government an interest-free loan all year. This typically isn’t an optimal strategy…
2024 tax facts: What you need to know
Be sure to stay informed about any changes to tax rules and consult with your Edward Jones advisor or tax professional to ensure you’re receiving accurate and up-to-date information…