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    Educational resources

    Every journey toward retirement is unique and meaningful

    Your unique path to financial freedom in retirement should be as accessible and engaging as possible. With the assistance of our educational resources—that include motivating articles by forward-thinking leaders and diverse visionaries—your journey to personal fulfillment can be as enlightening as it is fun.

    Further readings

    Dig into our best reads for a thorough look at retirement planning.

    Article 5 Changes to Social Security for 2023. Are You Ready?
    March 17, 2023

    5 Changes to Social Security for 2023. Are You Ready?

    What’s realistic to expect from Social Security today? With the return of inflation, the government's retirement program has made a few changes for 2023.
    Article What if I Retire Today?
    February 17, 2023

    What if I Retire Today?

    We all face moments of self-doubt and indecision. Sometimes we reset and sometimes we retreat. It’s the same on the road to retirement — some of us feel stuck and others are striving. If you’re rethinking your next planning move, don’t panic! Instead, ponder: If I retired today, what would that look like?   
    Article 10 Steps to Successfully Plan Your Estate
    January 6, 2023

    10 Steps to Successfully Plan Your Estate

    According to a recent survey, the biggest reason many Americans haven't prepared a will or living trust — they haven't gotten around to it. Here are 10 helpful tips for building a multifaceted estate plan.

    Further readings

    Dig into our best reads for a thorough look at retirement planning.

    Further readings

    Dig into our best reads for a thorough look at retirement planning.

    Digital Literacy is the New Financial Literacy
    Post-Crisis Financial Reality Check
    Tackling Financial and Retirement Stress in an Age of Uncertainty
    Unfashionably Early: When Retirement Shows Up Unexpectedly
    5 Things to Keep Top of Mind When Diversifying Your Portfolio
    5 Reasons Why Women Should Diversify Their Retirement Savings
    "New" Inflation is Up to Old Tricks
    Inflation's Dramatic Return Infographic
    Article 7 Steps to Take When You Inherit
    December 2, 2022

    7 Steps to Take When You Inherit

    When you come into an inheritance it can be challenging to know what path to take, and how to be intentional with your long-term financial planning. Here are 7 helpful steps you can discuss with your financial professional to avoid making quick or impulsive decisions.
    Article Busting Common Myths Around Women and Money
    August 19, 2022

    Busting Common Myths Around Women and Money

    Women tend to get misrepresented in the media when it comes to their financial know-how. They are often portrayed as excessive spenders rather than as earners, as part of a couple rather than as independent actors, and with language that restricts them rather than enables them to grow. Despite these myths, women tend to do better at investing for many reasons.
    Article 5 Things to Keep Top of Mind When Diversifying Your Portfolio
    April 1, 2022

    5 Things to Keep Top of Mind When Diversifying Your Portfolio

    Longer lifespans are challenging traditional investment rules. Here are five things to keep in mind.

    Further readings

    Dig into our best reads for a thorough look at retirement planning.

    Are You Social Security Savvy?
    The Decumulation Switch-Up: From Saving to Spending
    Feeling Sandwiched? You Are Not Alone.
    Women and Retirement: Investing in More Than "Back to Work"
    Women and Retirement: Perceptions Are Not Always Reality
    Women in Retirement: A Face Behind The Facts and Figures
    5 Things to Keep Top of Mind When Diversifying Your Portfolio
    Balancing Retirement Costs with Long-Term Care
    Beware the Ghosts of Retirement Planning Past, Present and Future
    The ABCs of Annuities: Protection Meets Growth
    The Past is Prologue When it Comes to a Retirement Paycheck
    Want to Diversify Your Retirement Plan?
    Traditional vs. Roth IRAs: Does It Matter?
    Turn Your Retirement Puzzle into a Plan
    From Restrictive Myths to a Growth-Oriented Mindset
    Article How to Reduce the Tax Bite on Your Retirement
    March 3, 2023

    How to Reduce the Tax Bite on Your Retirement

    The impact of taxes on your retirement income can be uncertain, but there are ways to minimize the bite they take out
    Article Power Planning: The Multigenerational Benefits of Trust-Owned Annuities
    February 3, 2023

    Power Planning: The Multigenerational Benefits of Trust-Owned Annuities

    High inflation, volatile markets and rising interest rates are just some of the challenges that many trustees may face when managing trusts. Trust-owned annuities may help facilitate generational wealth transfer plans by leveraging tax-deferral, income control and diversified investment options. 
    Article Leveraging Tax-Deferred Annuities in Irrevocable Trusts
    November 4, 2022

    Leveraging Tax-Deferred Annuities in Irrevocable Trusts

    Individuals that wish to transfer assets to children or grandchildren often work with their estate planning attorney or financial professional to develop a plan to meet their objectives. However, executing a plan can be complicated, and estate taxes can take a toll on the couple's accumulated wealth. Learn how trusts and tax-deferred annuities can provide control over legacy assets and potentially protect beneficiaries from creditors.

    Further readings

    Dig into our best reads for a thorough look at retirement planning.

    Latest videos

    Check out our latest videos for insights on how annuities can provide income protection* and growth potential.

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    *The principal value of the variable annuity will fluctuate based on the performance of the underlying investment options and may lose value.

    †Guarantees are backed by the claims-paying ability of the issuing insurance company.

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    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact the Company for more information.

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.