Skip to main content

Retirement Planning Webinar for Federal Employees: June 20 @ Noon EST

Learning Center/Financial Living Blog/Jonathan DeMoss, CFA

Jonathan DeMoss, CFA

Jonathan is a financial adviser committed to helping individuals and families feel confident about their financial well-being. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. Jonathan holds the Chartered Financial Analyst Designation and is a Dave Ramsey SmartVestor Pro. He also co-hosts the finance YouTube channel, Under the Buttonwood Tree.

Retirement / Personal Finance

Pay Off Your Mortgage Early or Save More for Retirement?

May 17th, 2023|3 min read

Investing

Is a Roth or Traditional IRA Better? It Depends

January 20th, 2016|4 min read