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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 Retirement Blind Spots part 1: Planning Fallacy
    November 05, 2021

    Retirement Blind Spots part 1: Planning Fallacy

    Spontaneous financial decisions are not always in our best interest. In this series of articles, we will examine the speed vs. accuracy tradeoff that can result in costly mistakes and create behavior blind spots in our financial planning process
    Article Retirement Blind Spots part 2: Anchoring Bias
    November 12, 2021

    Retirement Blind Spots part 2: Anchoring Bias

    In part 2 of our 3 part series, we will examine our tendency to heavily rely on the first information we receive and how too much pre-existing information can adversely affect our decision-making abilities.
    Article Retirement Blind Spots part 3: Mental Accounting
    November 19, 2021

    Retirement Blind Spots part 3: Mental Accounting

    In the conclusion of our 3 part series, we will examine the decades-old preference for retirees to hold on to their assets rather than experience the joy of spending their money on new experiences in retirement.

    Further readings

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

    Article Tackling Financial and Retirement Stress in an Age of Uncertainty
    July 22, 2022

    Tackling Financial and Retirement Stress in an Age of Uncertainty

    Market downturns, rising interest rates, high inflation, and pandemic crisis concerns are just a few of the things that can stress out investors preparing for retirement. Did you know you can rate those stressful life events on a scale? Take an important first step in identifying your stressors, and learn helpful ways to keep them at bay.
    Article Unfashionably Early: When Retirement Shows Up Unexpectedly
    February 18, 2022

    Unfashionably Early: When Retirement Shows Up Unexpectedly

    Many have been forced to move up their retirement date due to unforeseen circumstances, but jumping into retirement sooner than anticipated can greatly impact your plans for later in life. Here are a few things to consider when shifting up your retirement timeline.
    Article "New" Inflation is Up to Old Tricks
    January 21, 2022

    "New" Inflation is Up to Old Tricks

    During these unprecedented times, it may be wise to ask your financial professional how current inflation may impact your long-term retirement plans.

    Further readings

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

    What is the "Retirement Crisis" Anyway?
    There's an App for (Some Of) That: Online Financial Planning
    Don't Let COVID Cloud Your Plans for a Long Retirement
    Digital Literacy is the New Financial Literacy
    Post-Crisis Financial Reality Check
    5 Things to Keep Top of Mind When Diversifying Your Portfolio
    5 Reasons Why Women Should Diversify Their Retirement Savings
    The Turning Point

    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
    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?
    There's an App for (Some of) That: Online Financial Planning
    Article 5 Key Tax Planning Strategies
    March 04, 2022

    5 Key Tax Planning Strategies

    While the tax landscape continues to evolve, fundamentals remain fairly constant, but where do you start? Take a look at our 5 key tax planning strategies for some ideas you can review with your financial and tax professionals.
    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.
    Article Tax-Efficient Investing: Key to Making the Most of Your Money
    October 15, 2021

    Tax-Efficient Investing: Key to Making the Most of Your Money

    Knowing how much you are paying in taxes with regards to your investments can be just as important as your rate of return. By ensuring part of your portfolio is tax-efficient now can help you save when it comes time to retire. 

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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®.

    Phil Wright is affiliated with Jackson. All other authors are not affiliated with Jackson.