Articles By Jeff Poole

For more than a decade, Jeff has been a dedicated financial advisor, offering independent counsel to his clients. He understands the importance of securing a worry-free retirement for his clients and works diligently to ensure they can leave a lasting legacy for their loved ones. His expertise lies in crafting financial strategies that provide guarantees and protection from market fluctuations, a rare advantage that sets him apart from most financial advisors.
December 8, 2023

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Taxpayers must be vigilant against an array of sophisticated scams as tax season unfolds. This crucial information, sourced from the IRS website, highlights the need for awareness and caution. Here,. . .

November 27, 2023

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Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can also usher in profound psychological and financial changes, particularly the challenge of identity loss. . . .

October 27, 2023

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The Advantages of Delaying Social Security Benefits Delaying Social Security retirement benefits can be a strategic financial decision, particularly for retirees focused on securing a stable and long-term income stream.. . .

September 21, 2023

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Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you’ve been looking for a financial planning tool to help you secure a stable future, you might. . .

August 23, 2023

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The Path to Understanding the Economy What Is the Money Supply? It’s the total amount of money available in a country, including cash, coins, and bank deposits. The money supply. . .

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