New Perspective Financial Solutions

New Perspective Financial Solutions New Perspective Financial Solutions focuses on helping retirees navigate the next stage of their life, retirement.

Did you know there are several ages that can significantly impact your retirement plan?From Social Security and Medicare...
08/31/2026

Did you know there are several ages that can significantly impact your retirement plan?

From Social Security and Medicare to retirement account withdrawals and required distributions, certain milestones can affect your income, taxes, and benefits.

Swipe through to learn six key retirement ages and why they matter. 👉

08/28/2026

You worked hard, planned ahead, and took care of your family.

Now it’s time for a retirement plan that helps protect what you’ve earned—and turn it into income you can count on.

We help people right here in the DC area create retirement and income strategies built on clarity, confidence, and purpose.

If you’re nearing retirement or already retired, let’s talk. Click here to schedule a complimentary retirement planning appointment 👉 https://newperspectivefs.com/schedule-a-meeting/

08/26/2026

New Podcast Episode 👉 Tayvon Jackson breaks down the federal retirement system, from understanding the Thrift Savings Plan and pension calculations to Social Security timing, life insurance decisions, and protecting your family’s future.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

Meet The Team! 👋With her background in financial services and customer success, Morgan is a capable and astute hard work...
08/23/2026

Meet The Team! 👋

With her background in financial services and customer success, Morgan is a capable and astute hard worker with a keen eye for efficiency and process optimization. She excels in streamlining operations to enhance performance and client satisfaction. She holds two degrees in Communication and African American studies from the University of Maryland and is passionate about ministry and social welfare.

Visit newperspectivefs.com to meet the rest of the team!

08/21/2026

Tayvon explores the potential benefits of considering Roth options in retirement on this segment of The Finance Report. 📺

08/19/2026

New Podcast Episode 👉 Tayvon Jackson breaks down why annuities are often misunderstood, how a retirement income strategy can help protect against uncertainty, and why building wealth requires more than simply saving money.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

In honor of National Joke Day, we're taking a break from the serious stuff.Retirement planning is important, but so is e...
08/16/2026

In honor of National Joke Day, we're taking a break from the serious stuff.

Retirement planning is important, but so is enjoying the journey. Here's a collection of lighthearted retirement jokes to make you smile.

💬 Which one is your favorite? Let us know in the comments!

08/14/2026

Ever overload a grocery bag and watch everything fall out? 🛒💥
That’s what happens when too much of your retirement sits in one corner of the market.

Diversification isn’t just a buzzword — it’s protection.
Our team builds portfolios designed to withstand spills, surprises, and market shake‑ups so you can retire with added confidence.

If it’s been a while since you checked your allocation—or you’re wondering whether your assets are truly spread out—let’s talk. Give us a call at (202) 790-3786 to get started!

08/12/2026

New Podcast Episode 👉 Tayvon Jackson breaks down the Thrift Savings Plan (TSP), pension calculations, Social Security coordination, and federal employee life insurance considerations.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

Meet The Team! 👋With five years of client service and finance experience and three years working alongside financial adv...
08/09/2026

Meet The Team! 👋

With five years of client service and finance experience and three years working alongside financial advisors, Krista is a powerful force in her role as a senior operations service manager. She uses her positive attitude and tireless energy to encourage others to work hard, succeed, and reach their financial goals.

Krista grew up in Washington D.C. and attends the University of Maryland Global Campus, where she is earning her bachelor’s degree in human resources management. Her career ambition is to become a director of operations in the financial sector.

Krista’s free time is spent enjoying her daily 5 a.m. workouts, spending time with her twin sister, and watching true crime documentaries.

Visit newperspectivefs.com to meet the rest of the team!

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Washington D.C., DC

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