Jeb Graham
89 posts


One of the best projects in the space right now! @palan26854982 @SketcherEther @OBinternational @Trav56561 @MyDailyPosts @guslozap @aaronl1022 @LionelBird8 @AyusshMahajan @desssem
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People often confuse Roth IRA contributions and conversions as the same thing. In this week's Metcalf Money Moment, Jeb Graham CFP® explains how they are completely different: hubs.li/H0RGCbL0
#MetcalfMoneyMoment
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Watch our latest #MetcalfMoneyMoment videos for more financial tips, news, and information: hubs.li/H0Rm1hx0

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Watch our latest #MetcalfMoneyMoment videos for more financial tips, news, and information: hubs.li/H0QptPW0

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Jeb Graham retweetledi

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.
We can help you plan for your future. Contact us to get started: hubs.li/H0LtKVK0
#NationalSocialSecurityMonth

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March is Credit Education Month. If you're like many Americans, you may have a few dings on your credit report.
Read on for four ways you can try to build your credit, improve your credit score, and prove your financial trustworthiness to lenders: hubs.li/H0HFqjV0
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Enjoy your business without the burdens.
While you focus on working your business plan, our business wealth advisors can create and execute a solid financial plan, which can change your life.
Learn more: hubs.li/H0Hjn3b0

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Tax season is here! Here are some tips to help you prepare your 2020 taxes:
hubs.li/H0H3zLK0
#TaxSeason

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401(k) vs. IRA:
Which one is best for you is going to be a decision you'll need to make, but we hope this breakdown can help you make your decision: hubs.li/H0G-SJ_0
Do not hesitate to reach out if you have questions!
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Jeb Graham retweetledi
Jeb Graham retweetledi

Simple IRAs are a great option for small business owners who want to offer some retirement benefits for their employees. Learn more in this week's #MetcalfMoneyMoment:
hubs.li/H0GMH8M0
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Jeb Graham retweetledi
Jeb Graham retweetledi

If the last year has taught us anything it's to always expect the unexpected. Business owners, in order to be ready for the unexpected to occur, it's vital to have a contingency and succession plan in place. Read our latest blog to learn more: hubs.li/H0GGSjC0
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In this week's #MetcalfMoneyMoment, Ethan Hutcheson focuses on term insurance. Did you know purchasing term insurance earlier in life could save you money on premiums?
If you have any questions on this topic, do not hesitate to reach out! hubs.li/H0FZdKv0
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There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Check out our latest blog to learn what they are: hubs.li/H0FPh_R0

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January is get organized month and what better time than now to start fresh for the new year! Check out some tips to help you de-clutter and organize your financial documents. hubs.li/H0F22X40

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Jeb Graham retweetledi
Jeb Graham retweetledi

Wellness isn't just physical. Your financial wealth is important too. Kick-off the year right with these tips on financial wellness. hubs.li/H0Ddwlj0

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