Working With An Advisor

Working With An Advisor

How to Find the Right Financial Advisor for You

Before you choose a financial advisor, consider these seven tips. Read 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

Silver Linings Playbook (Part 2): Stay the Course

Navigating the news during a market downturn can make it difficult to keep heightened emotions in check. Sara Sanford highlights factors to consider to understand the broader context of a downturn and make rational decisions that can benefit you in the long run. Learn more at the Financial Freedom Studio.

Increases To 401(k) And IRA Contributions Inspire A Closer Look At Personal Retirement Savings

Changes to the U.S. tax code are another great reason to take a closer look at your personal retirement savings efforts. Learn more at the Financial Freedom Studio.

Silver Linings Playbook (Part 1): Your Personal Plan

It’s normal to react to a market downturn by wanting to jump ship. Those who keep their eye on the bigger financial picture and long-term goals, however, can be rewarded for their patience. No matter where you are in your investing journey, you can find a silver lining to a market downturn. Learn more at the Financial Freedom Studio.

Why Tax Planning Is A Necessary Part Of Retirement Planning

While our paycheck experiences offer a valuable reference point, taxes get a little more complicated in retirement. Seth Harris shares how planning for taxes today plays an important role in helping ensure you have sufficient income in retirement. 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.

Seeking Investment Opportunities For Beginners

For many Americans that have worked hard to save, investing their wealth in the stock market can sound risky. Sara Sanford exposes how failing to invest can actually be even riskier, and offers steps beginning investors can take to minimize risk while generating investment income. 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.