FINANCIAL LIFE PLANNING
Our business is the implementation of a holistic wealth management process designed to address clients' financial issues. Wealth accumulation, wealth distribution and protection, and wealth transfer are primary concerns facing most of our clients. We will listen to your story and, together, help you identify the strengths and weaknesses in your current financial situation. This will allow us to be able to offer solutions that are anchored in the context of your life. If you are looking for a blend of personal attention and expertise, you have come to the right place.
We call this process "Financial Life Planning."
We have been working with many of the same clients for over 30 years! Meet our dedicated team that makes it all possible.
T. Jackson & Company, P.C. specializes in holistic wealth management and professional tax services. Learn more about our services.
Current T. Jackson & Company, P.C. clients can securely login to their financial accounts with the links below:
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Social Security Whitepaper
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are common mistakes you can avoid when saving for retirement.
Protect yourself against the damage that your homeowners policy doesn’t cover.
If you find it hard to attain personal life goals, there’s an app for that!
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How long does a $20 bill last?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.