Life Planning

Life Planning

More Joy, Less Stress. Try Merging Your Life Values And Your Financial Ones

Jean Chatzky shares how taking your life values into account when you plan your finances may give you a new perspective on how you should be saving and investing. Learn more at the Financial Freedom Studio.

More Than Money


Retirement is one of the biggest transitions you’ll make in your lifetime, and we all know it’s important to have a solid plan for your money in retirement. But it’s just as important - perhaps even more important - to have a solid plan for your life in retirement. Believe it or not, sometimes that’s the harder of the two.

Latest Articles

Seven Ways The CARES Act Can Help Reduce Your Financial Stress During This Pandemic Crisis

While stress levels may be off the charts, a care package has arrived with options and opportunities to help Americans push through this pandemic. The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) has been enacted into law and takes aim at providing relief to individuals and businesses that have been impacted as a result of COVID-19.

Life During Covid-19: Painful Lessons That Can Help Change The Way You Retire

The physical and psychological restraints of this pandemic are causing unprecedented fear, dread and anxiety that certain generations have not experienced before. But if you can put it in perspective, this can be a painful, yet powerful lesson for your own retirement readiness.

How To Raise A Child Who Will Launch

It’s never too early to begin sharing money management tips with your children. Jean Chatzky offers age-appropriate suggestions for how to teach kids basic financial lessons, no matter their age. Learn more at the Financial Freedom Studio.

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Planning For Health Care In Retirement When You Don’t Know What You Will Need

Predicting your health over years, even decades, in retirement is difficult. So is estimating the money you’ll need to pay for health care. Seth Harris shares six tips to help get you started planning for health care in retirement. Learn more at the Financial Freedom Studio.

Education for Everyone

The Financial Freedom Studio makes practical financial knowledge accessible and engaging for all. We bring together thought leaders, experts and visionaries to present ideas that inspire people to pursue financial freedom and personal fulfillment for life.

Prosperity in Knowledge

The Jackson Charitable Foundation is committed to advancing financial knowledge for people of all ages in communities across the country - with the belief that education for each of us can lead to a better society for all of us. 

A Jackson Idea

Jackson is a leading provider of retirement products that help you take control of your financial future. It’s a company that believes everyone deserves to live life well, and strives to provide education and support in the journey to financial freedom.