About Jeff Rose, CFP

Jeff Rose is a certified financial planner (CFP) in Nashville, TN, combat veteran, and author of Soldier of Finance. Jeff contributes to Forbes and runs his own Youtube channel Wealth Hacker.

How to Put Together a Winning Taxable Investment Portfolio

Editor’s note: This is a an article from Jeff Rose, who wrote the book Soldier of Finance. Since Jeff is a CFP I asked him to share his thoughts on building a taxable investing portfolio – something I’m hoping to do in the near future. Here’s Jeff… Let’s face it, paying taxes is a major […]

Stay Out of the 401k Penalty Box

High sticking in the NHL will get you a minimum 2 minutes in the penalty box. Same rules apply for cross-checking. In more severe cases, the penalty can be doubled that. The bright side to all that is after the penalty time expires, you are allowed back on the ice to play again. Hopefully, with […]