Brandon Plotz - Edward Jones

10/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

10/06/2026

Retirement planning isn't just about saving. It's about knowing what you're saving for. If you're within 5–10 years of retirement, these five questions are worth considering:

- When do you want to retire?
- How do you want to spend your days?
- Where do you want to live?
- What will your lifestyle cost?
- Does your plan include giving back?

Your answers are just the starting point. The next step is aligning them with a financial strategy built around the life you actually want. Ready to get started? Let’s talk.



Content provided by Edward Jones

10/01/2026

This October, we honor the incredible strength of those who are currently fighting breast cancer, celebrate the courage of survivors, and stand beside those who may face this journey in the future.

Let's take a moment to offer encouragement, kindness, and support to the people around us. A simple gesture, a listening ear, or a few words of hope can make all the difference.

To every fighter, survivor, family member, and friend: you are not alone. We are thinking of you, supporting you, and cheering you on every step of the way. 💕

09/28/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.

09/24/2026

Edward Jones is proud to be the National Presenting Sponsor for the Walk to End Alzheimer's. Participating in this event is a huge privilege for us, and we'd love for you to join our walk team! Find out more at alz.org/edwardjones or by contacting our office to sign up.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

09/21/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.

09/17/2026

Easily monitor your progress as your goals change and stay on track with Online Access.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

09/15/2026

We’ve surpassed more than 127,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make a huge difference in the fight by raising more than $55 million. Please consider registering for your local walk at alz.org/edwardjones

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

09/13/2026

Whether you’re a grandma, grandpa, gigi, pop-pop, nonna, abuelito or something else, today we honor you and the love and joy you bring to our lives every day. Happy Grandparents Day!

09/11/2026

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answered the call with extraordinary bravery. We will never forget.