Glen L. Jackson, Financial Advisor, AIF®
Experienced, Qualified, Accountable
Glen L. Jackson, Financial Advisor, AIF®
Accredited Investment Fiduciary
Specializing in Serving Federal Employees
Washington,
DC
20708
Phone:
- 240.205.6949 (Voice Only) 240.428.4040 (Text)
E-mail:
Newsletters
-
Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
-
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
-
Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
-
Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.