Life Planning

Life Planning

Answering the Call: Seven Frequently Asked Questions on the Power of Purpose

Purpose is fundamental and universal. Richard Leider answers the most frequently asked questions he receives on purpose from people around the world.

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

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Get Balanced: The New Retirement Strategy

Americans are having to weigh the rewards of living longer against their concerns over funding more years in retirement. The key to celebrating a longer life? Balance. Jackson CMO Emilio Pardo explores how annuities can provide income generation in retirement to balance out savings. Learn more at the Financial Freedom Studio.

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Beyond Avocado Toast: Connecting With Millennials Over Money

With a lifetime of wealth generation ahead of them, we should consider how millennials’ financial concerns are different, and how they can best plan for their own futures. Sara Sanford explores how to collaborate with the generation set to inherit the baby boomer wealth. 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.

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"Women With Money" Exclusive Excerpt: Yes, You Are The Best (Sometimes Only) Teacher They Have

In an exclusive excerpt from her book "Women With Money," Jean Chatzky discusses the importance of encouraging an open line of communication with our children about our relationships with money. Learn more at the Financial Freedom Studio.

The Math Of Being A Woman: How To Beat The Gender Retirement Gap

Kristen Billows shares her take on how the financial services industry is uniquely positioned to support women in one of the key areas where they continue to lack equality—the gender retirement gap. Learn more at the Financial Freedom Studio.

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"Women With Money" Exclusive Excerpt: Yes, You Have a Money Story

In an exclusive excerpt from her book "Women With Money," Jean Chatzky discusses the unique relationship many of us have with money and how to ensure deeply held beliefs do not dictate your financial destiny. 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.