Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFPMay 30Crypto Tax-Loss Harvesting: Lowering Taxes using Crypto LossesIs the volatility of crypto working for you? In this video, I explore the concept of Tax Loss Harvesting in Crypto, a strategy that could...
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFPMay 30How will you handle health insurance before Medicare?Here are 4 options to bridge the gap between retirement and age 65. Happy Tuesday! Do you plan on retiring before age 65? What are your...
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFPMay 30Maximize Your Charitable Giving: The Donor Advised FundCharitable giving is a noble act, and while most of us don't donate for the tax benefits, it's essential to know how to maximize these...