Retirement Planning

Retirement Planning

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.

The Time is Now

The decisions you make during your working years will impact your ability to maintain your desired lifestyle in the future. That's why it's critical to arm yourself with as much information as possible as you approach retirement. It’s also important to consider how you’ll make the shift from earning and saving to generating income that can last as long as your retirement does.

Latest Articles

So, How Am I Doing? Evaluating Portfolio Performance On Your Terms

Many of us have portfolios but lean on our advisors to evaluate performance. Learning how to measure your portfolio’s performance on your own using meaningful benchmarks is the first step you can take toward gaining financial confidence. Learn more at the Financial Freedom Studio.

Learn To Earn: Knowledge For Pursuing A Secure Financial Future

Research shows that the more financially literate you are, the greater your chances are for financial freedom. This financial literacy cheat sheet gives you a quick rundown of key things you need to know about financial planning. Learn more at the Financial Freedom Studio.

order-matters-header

Order Matters in Retirement

You can’t control how your investments perform, but you can control the order in which you withdraw them. Bev Bachel looks at sequence of returns risk—a factor that can have a big difference on your retirement funds. Learn more at the Financial Freedom Studio.

women-and-wealth-part-two

Women And Wealth (Part 2): Diverse Experiences Need Diverse Portfolios

Not only do women typically earn less than men over time, they can also face a series of other financial challenges unique to their gender. Finance expert Sara Sanford weighs in on how women can build a strong foundation for later-life planning. Learn more at the Financial Freedom Studio.

women-and-wealth-part-one

Women And Wealth (Part 1): Writing Our Own Story

While men are told to invest, women are told to spend less. Finance expert Sara Sanford dives into the financial gap between men and women and how women, when given the opportunity, have the ability to outperform their male peers in financial literacy. Learn more at the Financial Freedom Studio.

Why You Should Treat Your Financial Advisor Like Your Therapist

Your financial advisor can play an influential role in your life. But if you don’t open up to them, they may not be able to help you. Jean Chatzky shares how to get the most out of your relationship with your financial advisor. 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.