Edward Jones-Financial Advisor: David Beerman

Please stop by during the event if you could use a Silver Alert Kit or share the event with anyone who might need this important resource.

Secure your digital life! This Identity Theft Awareness Week, dive into our online lesson and arm yourself with knowledge to help keep your identity secure.

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer some questions. If you or someone you know needs to make this difficult decision, don't hesitate to reach out for support.

Every year, Americans prepare for Tax Day but each day we can do our best to avoid tax scams. During Identify Theft Awareness week, take a moment to learn how to help stay on top of your taxes and combat scams.

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively. Reach out to find out how we can help you take control of your financial fitness. Learn more: https://lnkd.in/eNSHtK8G

You've decided to buy a home, but you're not sure where to start? We'll take you through common steps in the buying process and all the resources available to you during each.

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively. Reach out to find out how we can help you take control of your financial fitness. Learn more: https://lnkd.in/eNSHtK8G

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

If you’re looking for an easier way to tackle your taxes, now’s the perfect time to sign up for Online Access and download our app. Easily view, print and download tax forms. You can also share them with your tax professional or import forms into your tax preparation software. It’s that simple.