Welcome to Jackson Square Financial
Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans and wealth management. We understand that businesses and individuals face unique challenges on a daily basis. Our boutique services can help take the unknown out of employee benefits and financial planning.
We pride ourselves on listening to our clients, providing a concierge level of service and implementing innovative solutions that can address each need of our clients. Jackson Square Financial is dedicated to providing comprehensive strategies tailored toward achieving your specific goals.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Read this overview to learn how financial advisors are compensated.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are six flags that may make your tax return prime for an IRS audit.
Knowing your options when a CD matures can help you make a sound investment decision.
Here are 4 great, and sometimes unexpected, places to raise a family.
Can you keep up with your children’s mobile slang?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Women must be ready to spend, on average, more years in retirement than men.