“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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A collection of tips from professional travelers.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Do you know these three personal finance sayings?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.