Working With An Advisor

Working With An Advisor

Financial Advisors: Personal Trainers For Financial Fitness

Many Americans look after their health by eating well, exercising, and striving for work-life balance. In the commitment to physical well-being, however, it can be easy to overlook one essential piece: financial health. The right financial advisor can play a key role in helping maintain your financial fitness. Learn more at the Financial Freedom Studio.

A Partner in the Journey

Even if you're working to educate yourself on finance and investing, you may benefit from the guidance and expertise of a financial consultant to help you feel more confident about your decisions. Once you've found an advisor you’re comfortable working with, you can continue to build and strengthen that relationship when you know the right questions to ask and some common missteps to avoid.  

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.

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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.

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.

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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.

Are You Prepared For A Market Downturn?

You’ve worked hard to accumulate your retirement savings and running out of money is a path you want to work hard to avoid. If you haven’t considered sequence-of-returns, you could run out of money sooner than you think. 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.