Media | GOBankingRates

While everyone’s retirement number is personal, GOBankingRates recently spoke with someone approaching retirement with $2 million saved and asked what he wished he’d done differently in his 40s.

They also reached out to Jeff Herman for perspective on why the traditional 4% withdrawal rule doesn’t always hold up in today’s environment and what investors should consider.

You can read the full article HERE.

How to Find a Fiduciary Investment Advisor in Greenville, SC

Start with official registration records, then verify the capacity, services, fees and written terms of the relationship. By Jeff Herman If you are searching for

Wealth Manager vs. Financial Advisor vs. Fiduciary: What’s the Difference?

Wealth manager usually describes a service model. Fiduciary describes a legal duty. Financial advisor is a broad title. By Jeff Herman A wealth manager is

Fiduciary vs. Financial Advisor: What’s the Difference?

If you searched for the difference between a fiduciary and a “regular” investment advisor, start with the role—not the title. By Jeff Herman The short