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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Simple steps may help you foil hackers and protect your privacy.
Term insurance is the simplest form of life insurance. Here's how it works.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Military families face unique challenges, making personal finance even more critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?