Jeff Poole

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 month 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…

2 months ago

2024 Month-by-Month Financial Checklist

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

4 months 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…

8 months ago

ESG Investing: Grow your Wealth Through Green Investments

Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally…

1 year ago

Inflation Trends 2023

A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each…

1 year ago

The Federal Reserve Raises Interest Rates to Slow Inflation

What to Expect in the Future From the Federal Reserve? The Federal Reserve met this month for their second meeting…

2 years ago

Winners Don’t Quit

“Success seems to be largely a matter of hanging on, after others let go.” - William Feather Winners don’t quit…

2 years ago

Tax Loss Harvesting Your Portfolio For The Win

No one ever sets out to invest money and have it end up as a loss, but over time, most…

2 years ago

Best Places to Retire? Retirees on the Move!

Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s…

3 years ago