Edward Jones - Matt McDonald: Financial Advisor

Statements can also be an important tool as you prepare for tax season.

It's a good idea to take some time at the beginning of the year to figure out where you stand financially – and where you'd like to go.

Make sure your portfolio is positioned for more ups and downs in oil prices and the stock market so you can stay invested through them.

Many people have cluttered up their portfolios because of multiple retirement accounts.

In this day and age, it's no secret that possible security breaches are very much a reality. Here are a few tips to help protect your financial information while you're online.

During family get-togethers this holiday season, why not spend some time discussing financial matters? You may need to handle the affairs of older parents someday. And if you have adult children, they may need to know your future plans.

If you're an empty nester, your day-to-day routine might be different now that your children are gone, but you can still make financial decisions to show you care.

Do you want to be in control of your legacy? Then you should consider making an estate plan to help ensure your financial wishes are carried out. #whatsimportanttoyou

Do you spend more time thinking about where to go for vacation then how you're going to retire? If so, you're not alone. Our survey found more than one quarter of Americans think more about vacation planning than saving for retirement or education.

Pay too much in taxes this year? This article discusses some steps you can take to help you keep more of what you earn.