Blog

Investing in Your 60s and Beyond Might Look Different

Donovan T. Jackson, CFP®, CRPC®

Friday, April 28, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Choosing a 529 Plan

Donovan T. Jackson, CFP®, CRPC®

Friday, April 28, 2023

Choosing a 529 plan means first deciding whether a college savings plan or a prepaid tuition plan appeals to you. If you decide on a prepaid tuition plan, you're generally limited to the plan offered by your state. But if you choose a...

Spring Has Sprung: Time to Refresh Your Retirement Plan

Donovan T. Jackson, CFP®, CRPC®

Thursday, April 27, 2023

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged...

How to Increase Your Financial Literacy

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 29, 2023

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.1 Fortunately,...

5 Last Minute Considerations Before Tax Day

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 29, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the...

Let’s Talk Investing

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 29, 2023

Have you ever noticed the topic of investing rarely comes up in casual conversation among peers? In this age of emotional intelligence, vulnerability is encouraged when discussing personal feelings, but vulnerability about finances...

5 Social Security Benefits You Might Be Missing Out On

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 29, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Donovan Jackson Honored As One Of LPLFinancial’s Top Financial Advisors

Kelli Lovec

Friday, March 24, 2023

FOR IMMEDIATE...

5 Tax Planning Tips for Women Entrepreneurs

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 1, 2023

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability.

Common Mistakes That Can Hurt Your Credit

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 1, 2023

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1But what goes into your credit...

Emergency Savings or Your Retirement Goals?

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 1, 2023

Deciding which one comes first so you know where to focus your efforts. When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts.

Stocks and Bonds Before and After Taxes

Donovan T. Jackson, CFP®, CRPC®

Wednesday, March 1, 2023

Managing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income.

Life Insurance Trust: Revocable

Donovan T. Jackson, CFP®, CRPC®

Thursday, February 2, 2023

What is a revocable life insurance trust? A revocable life insurance trust is a trust that is funded, at least in part, by life insurance policies or proceeds. It can be an effective planning tool.

5 Valentine's Day Gifts that Grow in Value Over Time

Donovan T. Jackson, CFP®, CRPC®

Thursday, February 2, 2023

Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life.

Macro-Trends to Watch As We Enter 2023

Donovan T. Jackson, CFP®, CRPC®

Thursday, February 2, 2023

As the calendar gets ready to turn to 2023, there are a lot of economic metrics worth paying attention to, especially as each will have an impact one way or another on our investments.

Pay Down Debt or Save for Retirement?

Donovan T. Jackson, CFP®, CRPC®

Thursday, February 2, 2023

You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid.

Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a...

 With delays in tax returns over the past couple of years, as the IRS tries to catch up from the backlog and recover from shutdowns, many people are anxious to get their tax returns as fast as possible. Whether you need your...

Home ownership is one of the greatest opportunities for establishing a stable financial future. It’s also one of the biggest decisions you’ll make in your life.If you prepare properly, you’ll be able to find a home...

When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common...

 Anyone involved in financial matters of any kind will have to deal with interest, either working for or against you. A quote often attributed to Albert Einstein provides readers with insight into the benefit or crutch of interest...

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans...

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

For many people, entrepreneurship is the ultimate American dream. Five years ago, there were already more than 25 million Americans running their own businesses.1 And with the COVID-19 pandemic leading many W-2 workers to...

The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain...

5 Key Steps To Help Women Strengthen Their Business and Their RetirementAs a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic....

4 Ways to Save for Retirement Without a 401(k)You are not alone if you do not have access to a 401(k) retirement plan. Pew Research data reveals that 35% of private-sector employees do not work for an employer that offers a plan.1...