Edward Jones-Financial Advisor: Dustin Creager

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Workplace retirement plans for businesses Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/4z0Xv47

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor® designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial plan. As the Official Private Wealth Management Partner of the McLaren Mastercard Formula 1® Team, Edward Jones is invested in your drive. Contact my office today to plan for the road ahead.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=939865&utm_source=facebook&utm_medium=social_media&utm_content=3350748&c3nid=939865_facebook_3350748&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc2NjU0MQ%3D%3D.

This year's Woodlands Walk to End Alzheimer's was especially meaningful for my family. My mother, who is currently battling Alzheimer's, was honored on stage during the event, and it was a moment none of us will ever forget.

Her strength, resilience and positive spirit continue to inspire everyone around her. We are grateful to be part of a community that supports those affected by Alzheimer's and remains committed to finding a cure.

Thank you to everyone who participated and helped make this event so impactful. 💜

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end Capital gain distributions: What to know before year end