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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 29, 2024
Has your advisor mentioned Qualified Charitable Distributions?
Here's one of my favorite ways to minimize taxes on Required Minimum Distributions Did you know that you can give to charity and reduce...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 29, 2024
Personal Finance 101: Understanding Risk Tolerance vs Risk Capacity
When it comes to personal finance, the terms "risk tolerance" and "risk capacity" often come up, especially in the context of investing....
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 28, 2024
Social Security Made Simple: Your Guide to Stress-Free Claiming
Learn how to maximize your benefits and plan for a secure future. Will Social Security be around when I’m ready to retire? How much...
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