Jeff Poole

Winners Don’t Quit

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

3 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…

3 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…

4 years ago

Inside the Latest Relief Bill: The American Rescue Plan

Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus…

4 years ago

If you don’t know where you’re going, you might end up somewhere else

The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw…

5 years ago

Show Me The Money

Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with…

5 years ago

The CARES Act Explained

Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and…

5 years ago

Retiring on State Lines with Financial Freedom

Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life?  Once a year…

5 years ago

The Stakes are Larger at Retirement

Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend…

5 years ago

The High Cost of Hidden Agendas

Free Advice is Worth Every Penny. A weathered sign hangs in our local mechanic’s garage: We offer three kinds of…

5 years ago