Jeff Poole

Your Guide To The Big, Beautiful Bill

Here is a summary of the big, beautiful bill and how it is intended to help the economy and your…

1 week ago

One Penny May Seem An Insignificant Thing, But It Is The Small Seed From Which Fortunes Spring

No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them…

4 weeks ago

Savvy Savings: Resources and Discounts for Seniors 55+

Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to…

3 months ago

Understanding How Investment Returns Are Taxed

Updated for 2025 As Benjamin Franklin famously said: "In this world, nothing can be said to be certain, except death…

4 months ago

How to Make the Most of a Health Savings Account (HSA) in 2025

  Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment…

5 months ago

Financial Planning Checklist

Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get started and…

6 months ago

US Companies Are the Innovation Leaders

I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI)…

11 months ago

Turn Your RMD into Charitable Donations

If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make…

1 year ago

When Does the Fed Meet and Where are Interest Rates Going?

The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting…

1 year ago

Social Security and Inflation

Social Security recipients received an 8.7% increase in their benefit amounts in 2023, the largest increase since 1981. The next…

2 years ago