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 Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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