Jackson Fleming, CFPr

  • Home
  • Jackson Fleming, CFPr

Jackson Fleming, CFPr CERTIFIED FINANCIAL PLANNER™ professional serving DFW, STL, and Chicago areas. Helping people simplify finances and build confident plans.

I work with young professionals, families, and veterans. Always up to talk money, hockey, or golf.

16/06/2026

A lot of people assume they’re doing okay financially because they have a decent income.

That’s not always the case.

In this video, I share a quick test that can reveal whether you’re actually on track, or just hoping things work out.

Need help building a plan? Start here: https://pro.riskalyze.com/embed/c1b95d55f49905c22148

Investing MoneyManagement FinancialAdvisor

07/05/2026

A portfolio that never gets rebalanced can slowly turn into a completely different risk profile than intended.

The question isn’t if you should rebalance — it’s how.

Here are 3 of the most common methods investors use:
1. Quarterly
2. Annually
3. Drift-Based

Understanding the differences can help you stay aligned with long-term goals.

MarketVolatility WealthBuilding PortfolioRebalancing LongTermWealth

21/04/2026

Most people focus on what to invest in…
Very few think about where to put it.

That small detail can have a big impact on how much you actually keep after taxes.

Asset placement isn’t flashy—but it’s one of the simplest ways to improve long-term results.

Message me if you want a second set of eyes on your setup, or click here to get started: https://pro.riskalyze.com/embed/a23c90578d4e2c3d3026

16/04/2026

Risk tolerance matters—but it shouldn’t be the ONLY thing driving your portfolio. Your plan, taxes, and long-term goals all play a role too.

Curious where you stand? Take this quick risk quiz 👇
https://pro.riskalyze.com/embed/a23c90578d4e2c3d3026

SmartInvesting PersonalFinance

18/03/2026

Probate is where good intentions go to die. Pun intended.

If your accounts don’t have beneficiaries listed, or aren’t titled correctly, there’s a good chance your assets get tied up in court.

Delays. Fees. Stress for your family.

Don’t have a financial plan? Start here: https://pro.riskalyze.com/embed/a23c90578d4e2c3d3026

WealthManagement

11/03/2026

There’s a new type of investment account being discussed for kids.

They’re called Trump Accounts.

Watch this video before you consider opening one.

MoneyEducation TrumpAccounts KidsInvesting GenerationalWealth FinanceTips SmartMoney

06/03/2026

“Won’t I have to pay taxes if I gift someone money?”

I hear this question all the time.

There are a few tax rules around gifting, but two of the biggest ones are the annual gift limit and the lifetime exemption. In this video, I break down how they work and when taxes may apply.

If you’re planning to give or receive a large gift, let’s make sure it’s done the right way.

03/02/2026

If you are over the age of 50, making catch-up contributions to your employer retirement plan can be a great way to boost your savings during your prime earning years.

However, the starting this year, the government has added an extra rule you should be aware of.

InvestmentStrategy MoneyMoves

30/01/2026

It’s 2026.

There are some big changes to how you can (and can’t) save for retirement this year. Let’s go over a few of the big ones.

#2026 FinancialPlanning

14/01/2026

For the final video in this series, we’re covering ages 73 and 75.

Depending on when you were born, this is when Required Minimum Distributions (RMDs) kick in — basically the government saying,
“Okay… we’ve waited long enough. Pay the taxes.”

Hate paying more in taxes than you need to?
Let’s plan ahead.

SmartMoney

Address

743 W. Main Street

75019

Opening Hours

Monday 07:00 - 17:00
Tuesday 07:00 - 17:00
Wednesday 07:00 - 17:00
Thursday 07:00 - 17:00
Friday 07:00 - 17:00

Telephone

+19727457704

Website

Alerts

Be the first to know and let us send you an email when Jackson Fleming, CFPr posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jackson Fleming, CFPr:

Shortcuts

  • Want your business to be the top-listed Accountant?

Share