Edward Jones-Financial Advisor: Patrick Dodd

04/24/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

04/07/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

03/12/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

03/09/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

02/26/2026

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/4u26gJW

02/09/2026

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

02/04/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/02/2026

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

01/29/2026

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Pros and cons of maxing out your retirement accountswww.edwardjones.com/us-en

11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

10/24/2025

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en