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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 20, 2024
Wealth Management for Retirees: 3 Steps To A Stress-Free Retirement
Don't get lost in the weeds of retirement. Take care of these three areas for a stress-free retirement.
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 19, 2022
Conversation with Estate Planning Attorney Matt Doane
Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Sep 23, 2021
Decoding Retirement Accounts: The Traditional IRA
In the first part of this series we examined the ubiquitous 401k, the backbone of most individuals’ retirement plans. In this part we’ll...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Sep 23, 2021
Decoding the Types of Retirement Accounts: The 401(k)
As consumers we’re constantly bombarded by talking heads on the TV mentioning the various types of savings and retirement accounts along...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Sep 23, 2021
Should You Utilize a Qualified Charitable Distribution?
Recent changes in tax law have given new importance to a charitable giving technique which has been around for many years. The Qualified...
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