Glen L. Jackson, Financial Advisor, AIF®
Experienced, Trustworthy, Accountable
Glen L. Jackson, Financial Advisor, AIF®
Accredited Investment Fiduciary
Specializing in Serving Federal Employees
The Investment Center
7059 Blair Rd NW Suite 204 Washington, DC 20012
7059 Blair Rd NW Suite 204 Washington, DC 20012
Phone:
- 240-205-6949
Fax:
- 202-429-9394
E-mail:
Newsletters
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?