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

New Securities And Exchange Commission Rules Governing Your Relationship With Your Financial Professional

In June, 2019, the Securities and Exchange Commission approved the Best Interest Regulation, modifying the rules that govern how registered investment advisors and broker dealers give advice to consumers. Seth Harris breaks down what it all means and offers takeaways to discuss with your financial professional. Learn more on the Financial Freedom Studio.

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.

The Mix Matters: Why and How to Diversify Your Portfolio

Longer lifespans can make Americans question traditional investment rules. Increasing longevity brings with it more nuanced considerations that may encourage investigation of non-correlated assets. Learn more at the Financial Freedom Studio.

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.

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.

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.