“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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There are common mistakes you can avoid when saving for retirement.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
At what point can you call a personal vehicle commercial?
A few strategies that may help you prepare for the cost of higher education.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how to set up your financial goals for success? This knight does.