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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
To choose a plan, it’s important to ask yourself four key questions.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How long does a $20 bill last?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: right now.
What does your home really cost?