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

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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