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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 31, 2024
Think the low-income years before Social Security are going to be a problem?
Think again—this period could be your secret weapon for a tax-efficient retirement. For most people, tax planning is an afterthought....
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 30, 2024
Have you saved enough to retire? Are you emotionally ready?
Here are the 4 steps to find the amount you need to retire comfortably. A married couple came to me recently to make sure they were ready...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 30, 2024
Crypto Tax-Loss Harvesting: Lowering Taxes using Crypto Losses
Is the volatility of crypto working for you? In this video, I explore the concept of Tax Loss Harvesting in Crypto, a strategy that could...
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