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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Calculators
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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?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.