Jackson Financial Group

06/10/2026

Trump Accounts are expected to launch on July 4. Here's the who, what, and how. 👇

💰 What is a Trump Account?
A Trump Account is a new tax-advantaged investment account designed for children. Qualifying children may receive a $1,000 initial contribution from the U.S. government, giving them a head start on long-term savings and investing.

👶 Who is eligible?
According to current guidance, eligible children must:
• Be a U.S. citizen
• Have a Social Security number
• Be born between January 1, 2025, and December 31, 2028 (to qualify for the $1,000 contribution)

📈 How does it work?
• Parents and employers may also be able to contribute, up to applicable annual limits.
• Funds generally cannot be withdrawn before age 18.
• The account is expected to follow rules similar to a traditional IRA for distributions.
• Current guidance indicates the account may eventually be eligible for conversion to a Roth IRA.

As implementation continues, additional details and guidance may become available regarding account setup, eligibility, and contribution rules.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

06/03/2026

We've had a lot of questions on the upcoming SpaceX IPO. Take a look at LPL's latest research report.

SpaceX is set to make history with what could be the largest IPO ever.

But is it a sound investment? explores SpaceX’s mission and the key risks to consider before investing in a company that is going where none have gone before: https://bit.ly/4fmHmji

05/27/2026

Many people are worried about the future of their jobs with the advent of AI, but a deeper look at the data may alleviate some of those fears. Take a look at LPL's latest research and how AI may expand the scope of work, not replace it.

AI has reshaped how many of us work. For some, it's meant real disruption, but a deeper look at the data may shift the conversation.

makes the economic case for why AI may ultimately expand the scope of work, not replace it — and what that could mean for long-term economic growth: https://bit.ly/3RAQsyU

05/25/2026

On Memorial Day and always, we pay tribute to the courageous patriots who made the ultimate sacrifice for our freedom. 🇺🇸

05/04/2026

During National Military Appreciation Month and always, we are grateful for our clients and friends who have and continue to serve. Take a look at the list of May observances below and reach out to thank the brave men and women in your lives.

May 1 – Silver Star Banner Day
May 8 – VE (Victory in Europe) & Military Spouse Appreciation Day
May 13 – Children of Fallen Patriots Day
May 16 – Armed Forces Day
May 25 – Memorial Day

05/01/2026

Happy Anniversary to us! We are excited to celebrate another year of partnership and growth and we are thankful to our valued clients, colleagues, and friends who have shared this journey with us since 1999.  We have loved every minute of serving you! "Do what you love and successful will follow" ~ Meg Whitman

04/28/2026

Major life changes can be intimidating and feel isolating. Partnering with the right advisor will help you understand your choices and empower you to move forward with confidence.

Once you know for certain “forever after” has a hard stop after all, it is time to start putting your own team together.

04/14/2026

No one wants to go into marriage with divorce in mind, but understanding what you have and continually staying on top of your finances is essential to not being taken advantage of if you find yourself in a divorce situation.

You cannot divide what you haven't identified.

The phrase "marital balance sheet" might sound intimidating, but Kristen Shearin views it as a tool for peace of mind.

It’s simply a clear picture of what you own and what you owe. Before you start negotiating your future, you need to see everything in one place. From your 401(k) to the credit card debt you forgot about, Kristen walks you through how to gather your records and understand the real value of your assets.

Take the stress out of the numbers.
Read the full blog: https://zurl.co/XvSof

04/08/2026

It's Masters Week! Check out these 90 fun facts in honor of this year's 90th tournament ⛳🏌️‍♂️

Masters week is here, and to celebrate the tournament’s 90th edition, here are 90 facts about the event that might surprise you.