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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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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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.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.