For nearly three decades, Jackson Investment Associates has helped families across the southwestern United States pursue their long-term financial goals, while maintaining the financial demands of everyday life. Call 972-720-1930 today and let us help you start planning for your future.
Newsletters
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.