Financial Vitamin C
I'm Jason Grover
I'm a Financial Planning Specialist who focuses on goal-based retirement planning. I'm an Accredited Investment Fiduciary (AIF®) and maintain Series 7 and 63 registrations with LPL Financial, as well as Life Insurance and Annuity Licenses.
I love helping people reach their financial goals while providing the education they need to make confident decisions. That's why I started Financial Vitamin C! Explore our blogs, videos and articles for your daily dose of financial wellness.
If you have any questions or are ready to start planning for your financial future, I'd love to meet with you.
AUGUST CONTENT
What the New Trump Accounts Mean for Your Family
Understanding Trump Accounts
A New Opportunity to Invest in Your Children or Grandchildren's Future
QUOTED…
Retirees are Loading Up On Stocks: Is That Wise or Risky?
Many older savers are breaking the "golden rule" of retirement investing. Is your 401(k) taking on too much risk? Here's what you can do.
10 Simple Money Habits That Are Key To Building Wealth
Daily habits like showing up to work on time, eating right and working out are a path to personal well-being. Similarly, good money habits pave the road to wealth and financial health.
Roth 401(k) Catch Up: Smart Money Move Or Waste Of Time For Top Earners
Everybody loves a tax break they can take right away. But a new IRS rule is taking a tax perk away from some 401(k) savers who make a lot of money. Enter the Roth 401(k) catch-up.
AND NOTED
How to protect yourself from internet fraud, telemarketing scams, and more.
Identity Theft Protection For Seniors
How Market Timing Risks Your Returns—And What To Do Instead
Market swings can make it tempting to wait for the “right” moment—but doing so often comes at a cost.
What’s The Difference Between Active And Passive Investing?
When it comes to investing, the debate between active and passive management often misses an important point: it doesn't have to be one or the other.
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Smart Reads
I've been publishing a blog here on our website for years. It's packed with resources to help you build your financial acumen.