Heritage Financial Solutions, LLC.

Heritage Financial Solutions, LLC. David T. Jackson - Founder and CEO at Heritage Financial Solutions Additionally, David T. Jackson is not licensed in all jurisdictions.

Jackson offers a variety of strategies that can help you meet a number of insurance and financial needs, including, but not limited to college funding, asset protection and growth, retirement planning, business growth and protection. and key employee attraction/retention.Please contact me to help you fully analyze your needs and recommend appropriate solutions. Jackson is an Agent licensed to sell

insurance through New York Life Insurance Company and various other independent unaffiliated insurance companies. Jackson is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. His business office is the Greater Atlanta General Office located at 3655 Brookside Parkway #400
Alpharetta, Ga 30022
(770)730-2000. Registered branch address:
4439 Sugar Maple Drive Nw
Acworth, GA 30101

David T. Neither Heritage Financial Solutions LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Heritage Financial Solutions LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/02/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and ...
06/01/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
05/29/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state...
05/28/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

A recent national survey focused on how American college students are feeling about their money situation at a moment wh...
05/27/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment ...
05/26/2026

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment of consumers, others are struggling in the face of higher costs and rising debt burdens.

The so-called K-shaped economy is becoming more clearly defined, new reports show.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playi...
05/22/2026

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how m...
05/21/2026

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/20/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
05/19/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

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+17705963840

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