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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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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.