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 letdown. That's why financial planners like myself love tax-advantaged investment accounts. They offer you the chance to set aside money for the future in an efficient manner … [Read more...]

Stay Out of the 401k Penalty Box

Just like in hockey, there can be penalties with your 401(k). 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 no harm to the team. In retirement planning, this is often not the case, especially when it comes to your … [Read more...]