Edward Jones Financial Advisor: Michael Walecke

08/16/2023

Take a look at my recent news about my CFP®️ certification.

05/15/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

05/08/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

08/29/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

06/29/2022

Stocks, bonds, and investing - oh my! Help the young person in your life navigate the world of investing. Get started with our Smart Investing program to help build young investors' IQs.

Be a changemaker! Jump into the action and make investment decisions that can have positive impacts over the long term

04/12/2022

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

03/09/2022

As a long-term investor, you will inevitably experience a bear market. The good news is, the stock market has always recovered—and bull markets tend to be stronger than bear markets.

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03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

03/01/2022

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

\\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

02/24/2022

These 20 personal finance rules cover everything from savings to taxes.

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Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

02/24/2022

The stock market can fluctuate, but the S&P 500 has finished positive in 30 of the last 40 years. Long term investing can help the market work in your favor.

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02/22/2022

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward Jones from clients during tax season.

Find answers to common tax-filing questions for your taxable and retirement accounts.