Edward Jones-Financial Advisor: Patrick Berger

03/21/2026

Unless you’re playing golf, having a higher score is typically better. And that can also be said about your credit score. For Credit Card Reduction Day, learn more about how your credit score can affect many opportunities in your life. Then let’s chat about how I can help you get your score to a place you can feel proud of.

Learn more here: https://bit.ly/4bnFPai

03/20/2026

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

03/19/2026

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

03/18/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

03/16/2026

Health care is one of the biggest expenses in retirement. And while Medicare may cover a large part of traditional medical expenses, it generally doesn’t cover expenses related to long-term care. Here are some tips to help you start planning for long-term care.

Plan for long-term care costs before you’ll need them

03/05/2026

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

03/03/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/3NanqnY

02/27/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know

02/26/2026

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here

02/25/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

02/24/2026

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