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:
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
One way to find money is to examine your current spending habits and eliminate money wasters.
Retirees traveling abroad need to know that their health insurance travels with them.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are things about Social Security that might surprise you.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.