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

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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.

Diversify And Make It Last: Five Tips To Help You Avoid Running Out of Money In Retirement

Retirement money worries keep many women up at night. You don’t need to be one of them. Jean Chatzky shares five tips to help you avoid running out of money in retirement. Learn more at the Financial Freedom Studio.

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.

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.