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
-
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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.