10 Investing Definitions You Need to Know
The financial services industry is built upon the idea that complicated is better than simple and expensive is better than cheap. Mutual...
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Jeb Jarrell
- Sep 23, 2021
How Much Life Insurance Do You Need?
Why bother owning insurance in the first place? As we grow up the risks we face change. One way to mitigate some of those risks is...
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Jeb Jarrell
- 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
- 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
- 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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Jeb Jarrell
- Sep 23, 2021
Young Professionals Guide to Credit Scores (Plus Tips for Raising Yours!)
What’s your credit score? I try to stay on top of mine (it’s around 802 currently!) More importantly, do you know why your credit score...
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Jeb Jarrell
- Sep 23, 2021
Financial Planning Commandments (For Young Professionals)
Financial planning doesn’t have to be hard and it doesn’t have to be complicated. I know that sometimes it can feel overwhelming when you...
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Jeb Jarrell
- Sep 23, 2021
Will Your Student Loans Be Forgiven?
What to Consider when You’re Thinking of Student Loan Forgiveness When new clients come to me, they almost always want to know more about...
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Jeb Jarrell
- Sep 23, 2021
Financial Advisors are All the Same (Or Are They?)
Lots of individuals call themselves financial advisors. Even more use the term financial planner, financial coach, or financial...
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Jeb Jarrell
- Sep 23, 2021
Disability Insurance: A Primer
Have you ever considered how you would support yourself if you couldn’t work? Sure, there are programs like Social Security Disability...
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Jeb Jarrell
- Sep 22, 2021
How to Invest Your 401(k)
Both clients and friends often ask me how they should be investing the funds in their 401k plans. It’s a fair question. Many people feel...
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Jeb Jarrell
- Sep 20, 2021
Student Loan Action Checklist
o Find out the specifics on your loans. You can find your loan information on the National Student Loan Data System (NSLDS). Take the...
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