Edward Jones Financial Advisor: Danny Bostic, MBA, CFP

09/08/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

09/04/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

09/01/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

08/28/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Carolina Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of North Carolina at Chapel Hill are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4qEcmPb.

08/25/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

08/21/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Duke Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and Duke University are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4xeoQQg.

08/18/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

08/14/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

08/11/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

08/07/2026

There are many retirement-related decisions you’ll need to make, but none may be as big as when to start collecting Social Security. Click the link to get an overview on the basics, and then contact me so we can examine your retirement options and decide on what would work best for you: https://bit.ly/4xsBF9f