Saving and Investing

Laying the Groundwork

Managing expenses and developing good saving habits are the cornerstones of any successful financial plan. With a solid foundation in place, you'll be able to explore all aspects of investing. Many will choose to work with a financial consultant to provide expert guidance, but it’s important to have a solid understanding of investing basics so you can be actively involved in managing your portfolio.

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.

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.

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.

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.

Women And Wealth (Part 3): You're Not Alone In This

Investing as a woman can be intimidating, but you don’t have to do it alone. Finance expert Sara Sanford explains how women can choose an advisor who has expertise beyond product knowledge. Learn how to find a financial partner for long-term success. 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.