Broker Check
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101
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

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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.

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.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

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

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Inflation and Your Portfolio

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

View all videos arrow