Edward Jones - Financial Advisor: Carla Gardiner

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Access your Edward Jones tax forms

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.

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

Taxes: The Basics

Feeling overwhelmed about tax season? Take this short, interactive lesson to help you feel comfortable and get prepared.

Taxes: The Basics Understand why managing your taxes is so important. From Edward Jones and EVERFI

Weekly market wrap

For a review of last week's market and guidance for the week ahead, take a look at this report.

Weekly market wrap A summary of last week's market highlights and economic news.

Got to help out my Leadership Corpus Christi peeps with their Class 50 project Finance 101. Spoke to the families about the basics: budgeting.

Edward Jones Named One of the World's Most Admired Companies by FORTUNE Magazine

I'm proud to work for a company that FORTUNE ranks as one of the 2022 World's Most Admired Companies (released in February 2022), coming in at No. 5 in the Securities/Asset Management industry category.

Edward Jones Named One of the World's Most Admired Companies by FORTUNE Magazine Edward Jones named to the FORTUNE magazine list of World's Most Admired Companies

Preparing for retirement?

Planning ahead for retirement? Consider talking with your family about making a plan to help tackle caregiving costs.

Preparing for retirement? Start exploring your costs

10 Things You Should Know About Stock Market Volatility

Fact: Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

10 Things You Should Know About Stock Market Volatility Market volatility is a matter of perspective.

Our Centennial

Thank you for 100 years of partnership.

Our Centennial 2022 marks a century of building and growing relationships in communities across North America. We're honored to be part of your journey.

Cost basis regulations

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

How will inflation affect your retirement?

You've seen the headlines about rising prices. Let's talk about how this might impact your retirement.

How will inflation affect your retirement? Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

7 Helpful Tips for Living on a Budget

If you’re not sure where to start with your new budget, we’ve got you covered. Here are some quick tips on getting set up.

7 Helpful Tips for Living on a Budget Creating a budget can seem like it's scary, but follow these tips to take charge of your finances and spend your household's money more wisely.

Weekly market wrap

Check out our weekly market update for news on last week's market and guidance for the week ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

How to compromise on investments

You might not always share the same vision when it comes to investments, but you can still make a strategy that works for both of you. Here are some tips.

How to compromise on investments What to do when you disagree

Fraud awareness and prevention

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

Fraud awareness and prevention What you need to know

10 Black Finance Leaders in History | BECU

Take a closer look at the inspiring stories of 10 Black financial leaders.

10 Black Finance Leaders in History | BECU In honor of Black History Month, we celebrate the historic achievements of Black trailblazers in finance.

General tax filing questions

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.

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

Countless collaborations. Limitless innovation. And a driving purpose to make a lasting impact. That’s what we’re celebrating in 2022.

28 Books to Read During Black History Month and Forever

Looking for a new read? Check out this compilation of books during Black History Month and beyond.

28 Books to Read During Black History Month and Forever It’s the most wonderful time of the year.

Weekly market wrap

In this update, we review last week's market performance and take a look at what the week ahead could hold.

Weekly market wrap A summary of last week's market highlights and economic news.

Preparing for the long weekend

Are you packing your bags for the long weekend? Here are three tips for keeping your travel budget in check.

Preparing for the long weekend 3 tips to stay within budget

The Risks of Not Investing: a free report | Edward Jones

Interested in learning about the value of investing long-term and how to use market declines to your advantage? Then check out this free report.

The Risks of Not Investing: a free report | Edward Jones Whether it is 10 or 40 years away, retirement is likely one of your long-term financial goals. And your investments will need to provide income when a job no longer gets you a regular paycheck.

Our personal finance hub

From investment strategies to planning your estate, we have tools to help you reach your financial goals. Let's chat through how we can help get your personal finances in order.

Our personal finance hub How to manage your finances

Be Tax Season Ready with Online Access

Are you ready for tax season? It's almost here. Make sure you're signed up for Online Access to switch to digital delivery of your tax documents.

Be Tax Season Ready with Online Access Sign up for Online Access and download our app to view and share your tax forms.

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint financial goals.

How can you use your tax refund? Let’s count the ways

Is a tax refund heading your way? Consider options for putting yours to good use: be that saving for vacation fun or something more pragmatic like paying down debt or squirreling it away in an emergency fund.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

Weekly market wrap

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

Weekly market wrap A summary of last week's market highlights and economic news.

Together, we can build a financial future that helps make you and your family feel safe and secure.

Your education savings checklist

Are you starting to save for a child's education? Here's a savings checklist that can help get you started.

Your education savings checklist How to get started

Team up with Edward Jones this year

From planning for retirement to thinking through your taxes, there are plenty of reasons to work with a financial advisor. Send me a message, and let’s make 2022 the year you partner with an Edward Jones financial advisor.

Team up with Edward Jones this year Let's get started

Tax resources

Tax time doesn't have to be complicated. Find information, guides and answers to commonly asked questions to help make filing your federal income tax return a little easier this year.

Tax resources Information to help make your federal income tax filing easier, year-round.

Avoid these common tax filing mistakes

It’s tax season again. While rushing through the process may be tempting, taking the time to fill out all your forms accurately can help you avoid common filing mistakes.

Avoid these common tax filing mistakes Learn how you can prevent some common tax filing errors this tax season.