Broker Check
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
Agent Photo

“Retirement Solutions for Life”

People entering retirement are facing new concerns. As healthcare is improving and life expectancies rise, you are likely to live longer during retirement than past generations. Unlike your parents who likely had their retirement funded mostly with guarantees made by their employers and the government, the assets you have accumulated may be your primary source of cash flow. We can partner with you to create a plan considering the level of assets needed to fund your vision of retirement, including likely income needs, potential tax implications, and risks that can stand in the way of realizing your vision. After taking a close look at your financial and tax situation, we can help point you in the right direction with a plan. Planning and implementing an investment program is one of the most important steps you can take for your future.

Jackson Financial Solutions was established in Baton Rouge in November of 1987, and has provided income tax and financial services to the community since that time. We offer a full range of knowledge, experience, and services to individuals in the areas of financial planning*, retirement planning, investment planning*, and income tax planning.

We offer a complimentary pre-retirement meeting to begin your retirement planning process.  At this meeting, we will discuss your retirement financial goals and objectives, and how we can help you pursue those goals. Call us at (225) 774-1553 to request your personalized retirement income plan.

*These services are offered by Bonnie Jackson through her affiliation with HD Vest

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow