The Plan Says You’re Ready. You’re Not So Sure.
Preparation is key for retirees and those approaching retirement. The good news: a large share of Americans are saving at levels recommended by financial experts,
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Preparation is key for retirees and those approaching retirement. The good news: a large share of Americans are saving at levels recommended by financial experts,
The topic of Roth conversions is suddenly showing up in more of our conversations with clients. Earlier this year, when markets were dipping, clients, especially
Studies show parents still aren’t talking to their kids about money. In most households, money is still treated like a taboo subject, too private, too
Building relationships in the communities we serve in South Carolina, North Carolina, and Georgia leads us to unique alternative investment opportunities. In this video, Dan
At The Jeffrey Group, we often speak with our clients who are thinking about investing in real estate but don’t know where to start. Many
Growing markets present smart opportunities for real estate investors willing to look beyond the traditional playbook. As Jeff Herman explains, while large-scale facilities still have
Jeff Herman explores how proximity to major airports can signal high-growth potential for real estate investors. As cities like Greenville continue expanding, much like Atlanta
Jeff Herman explains how strategic real estate investments begin with research. Greenville is expanding rapidly across commercial, industrial, and residential sectors, [BLOG] and tracking planned
Starting a new job or moving to a new city can motivate you to examine your financial strategy more closely. It’s common to stay with
Home prices have nearly doubled in ten years, according to data from the US Bureau of Labor Statistics. For many young buyers, owning a home
Volatility isn’t a threat. It’s an opening—if you’re ready to move. Lately, the market has been swinging harder and faster than usual. That shakes a
This is what it means to be professionally curious—always asking what’s behind the obvious, what’s overlooked, and what might quietly be generating consistent returns. In
This is how wealth is built and protected—through well-timed, well-placed investments that work quietly in the background. In our latest video, Jeff Herman explains how
Wealth-building opportunities are everywhere in the upstate of South Carolina. In a previous blog, we explained how Greenville’s commercial, industrial, and residential real estate market
Economic growth follows patterns, and what happened in Atlanta in the late 20th century, followed by Charlotte in the early 21st century, is now unfolding
Real estate is one of the most powerful wealth-building tools for many investors. But in commercial real estate, the magic happens when you can leverage
Financial news and advice are everywhere: CNBC, The Wall Street Journal, Barron’s magazine, your brother-in-law, or this article. There is no end to the places
A Full-Cycle Warehouse Success Story At The Jeffrey Group, we’re passionate about real estate investing and its power to drive modern wealth-building strategies. Real estate is more
My passion for residential real estate investments started early in life. In my early 20s, I would purchase a single-family home or a condo, live
YOC could be considered a secret because it’s boring. I rarely hear from clients on the topic, but trust me—this is one of the most