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Tag: Moving retirement accounts

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

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