Chrisjacksonfinancial

Chrisjacksonfinancial Sharing financial strategies and tips that empower people to build wealth and leave a lasting legacy for generations to come.

I assist businesses to mitigate the financial hardship of a death, disability or loss of a key employee through various financial strategies. I provide group employee benefits and can educate each employee on an individual basis upon request. As a member of the Army National Guard I support veteran owned businesses and individuals. I am a member of Business Networking International and Rotary Club International and can provide a variety of networking and charity opportunities to a business.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/15/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/08/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

I help people have more freedom, flexibility, and control of their finances, creating a strategy that’s built for their current lifestyle, including: Maximizing Tax-Free Income Now and in Retirement, Putting Inactive Money to Work & Providing Valuable Liquidity for their Estate.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
06/01/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Learn more about whether you need to pay estimated taxes.
05/25/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/18/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

How much do you know about stocks?
05/11/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

I help people have more freedom, flexibility, and control of their finances, creating a strategy that’s built for their current lifestyle, including: Maximizing Tax-Free Income Now and in Retirement, Putting Inactive Money to Work & Providing Valuable Liquidity for their Estate.

Why are they made again and again? This piece helps make sense of these errors in judgment.
05/04/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
04/27/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

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South Jordan, UT
84095

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