

	Steve Jones, CPA, CFP®

Newsletters

The E-Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.

Dividend Investing: Small Payments Can Boost Returns

Quiz: Can You Answer These Social Security Benefit Questions?

The College Landscape After Tax Reform

What are the gift and estate tax rules after tax reform?

How has tax reform affected the generation-skipping transfer tax?

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	IMPORTANT NOTE: Steve Jones is a registered representative with the following registrations 6, 63, 7 and can transact business with clients in CO, IN, KS, NY. Steve Jones is also an investment adviser agent licensed in IN. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Steve Jones can only conduct business in states where Steve Jones is registered to conduct business. Any communication with a prospective client shall be conducted by Steve Jones only if he is registered in the state where the prospective client resides. Securities offered through H.D. Vest Investment Services^SM, Member SIPC Advisory Services offered through H.D. Vest Advisory Services^SM 6333 North State Highway 161, Fourth Floor Irving, TX 75038 972-870-6000 www.finra.org FMR CPAs & Advisors is not a registered broker/dealer or independent investment advisory firm. This communication is strictly intended for individuals residing in the state(s) of CO, IN, KS and NY. No offers may be made or accepted from any resident outside the specific states referenced.