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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Our whitepapers are created with client needs in mind.
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Social Security Whitepaper
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Tax preparation may be the perfect time to give the household budget a check-up.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Imagine your ideal post-pandemic retirement with this animated video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.