Edward Jones-Financial Advisor: Grant Carodine

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The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some reti...
10/19/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/02/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/18/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4ixfxq3



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

Whether you’re a grandma, grandpa, gigi, pop-pop, nonna, abuelito or something else, today we honor you and the love and...
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!

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answer...
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.

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to pred...
09/09/2026

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to predict exactly where rates go next, consider focusing on diversification, goal alignment and opportunities to build portfolio resilience.

Learn more in our September Monthly Portfolio Brief: https://bit.ly/3V4KKXL

08/24/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4zxE705

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
08/17/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3TTQ53P

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35810

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