Glen L. Jackson, Financial Advisor, AIF®
Experienced, Trustworthy, Accountable
Glen L. Jackson, Financial Advisor, AIF®
Experienced, Trustworthy, Accountable
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much life insurance would you need to produce a sufficient income stream for your family?