Media | GOBankingRates

Jeff Herman was asked to comment on a survey that found 39% of American workers said living paycheck to paycheck would be an improvement to their financial situation.

High-income earners can also learn a valuable lesson here: the turning point is almost always a shift in habits, not just earnings. When you intentionally create margin in your monthly budget and allocate that toward retirement, you stop living at your income level and start building beyond it.

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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