Welcome to Jackson Financial Advisors, an independent financial planning and wealth management firm based in Newton, MA.

Our firm specializes in providing expert financial guidance to professionals, growing families and small business owners based on their specific goals and dreams.

Because we live in an increasingly complex and uncertain world, we believe that it is critical to use a comprehensive planning approach that is based on placing our clients’ interests first.

Our firm takes great pride in serving growing families because often they face great and often conflicting financial demands such as:

  • Attempting to balance family time with demanding professional careers
  • Saving for college and retirement at the same time
  • Managing through career/job/marital changes
  • Caring for family members

We understand these issues because we live them personally every day.

If you are looking for a better way to manage your finances, feel free to contact us for a complimentary initial consultation and we’ll figure out—together—if our services will be a good fit for you.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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