Media | GOBankingRates

If you’ve hit the $5 million mark in retirement savings, you’ve achieved a major milestone that you should be proud of. But does that mean you can finally stop saving?

GOBankingRates asked Jeff Herman and other financial experts to weigh in on whether this milestone signals financial freedom or just another checkpoint. See their advice.

Steps Parents Need to Take to Open a Tax-Advantaged Investment “Trump Account”

By Jeff Herman This year marks the launch of a new, federally supported savings vehicle designed to help American families begin building long-term financial security

What Gen Z Can Teach Us About 401(k) Investing

By Jeff Herman “I Don’t Think Anyone Ever Really Accesses Their Account Once It’s Open.” I remember hearing this from an office manager once. The unfortunate

Jeff Herman Recognized in 2025 United States Investing Championship (Stock Division)

February 20, 2026 – Greenville, SC – The Jeffrey Group announced that its founder and managing partner, Jeff Herman, earned a 38th-place finish in the