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.

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