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Dodd Financial Financial planning for people who care.

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.
03/26/2025

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.

Certain government workers and others who have had benefits reduced will have more money coming their way.

Chief Investment Officer Brent Schutte discusses how tariff uncertainty is weighing on the Fed and what it may take for ...
03/25/2025

Chief Investment Officer Brent Schutte discusses how tariff uncertainty is weighing on the Fed and what it may take for volatility to subside.

Uncertainty over tariffs muddies the picture for investors and the Fed. What’s the best way to react?

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are ...
03/19/2025

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are some steps you can take.

One of the best ways to feel better about your money is to create a personalized financial plan. These steps can help you get started.

Chief Investment Officer Brent Schutte discusses last week’s market volatility amid trade policy uncertainty.
03/18/2025

Chief Investment Officer Brent Schutte discusses last week’s market volatility amid trade policy uncertainty.

Markets continued a downward trend over the past week amid trade policy concerns.

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportuni...
03/12/2025

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly chang...
03/11/2025

Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. http://spr.ly/618801WFO

This checklist can help you get ready financially so you can focus on baby smiles.
03/05/2025

This checklist can help you get ready financially so you can focus on baby smiles.

You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.

Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.
03/04/2025

Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.

Tension between signs of slowing growth and inflation could make the Fed’s job more difficult.

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities...
02/26/2025

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.

When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.

Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the F...
02/25/2025

Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the Fed.

Inflation, talk of tariffs and signs of slowing growth weighed on Wall Street. Where does the latest data leave the Fed?

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big differen...
02/19/2025

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

Chief Investment Officer Brent Schutte discusses what the latest inflation data and retail sales report means for the Fe...
02/18/2025

Chief Investment Officer Brent Schutte discusses what the latest inflation data and retail sales report means for the Fed.

Fed Chair Powell said the Fed can be patient as it waits out inflation, but would a slowdown in the economy force the Fed’s hand?

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