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.

Media | NTD News

“Should You Take Social Security Early Due to Program Funding Doubts?” This question is currently trending on social media, and our founder, Jeff Herman, was

Should You Take Social Security at 62? Why This Trend Is Growing, for the Wrong Reasons

By Jeff Herman If you’re asking ChatGPT, “Should I take Social Security at 62?” you’re not alone. This question is trending right now. Social media is

Guide | Are You An Emotional Investor?

Are emotions leading your financial decisions? Fill out the form below to download our exclusive guide that will help you make an assessment. Investing decisions