Jackson Sams Wealth Strategies

It can be a challenge to put together money for a wedding. With
good budgeting and smart strategies, you can have a real day to remember.

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Mid-Year Money Check-In

Can you believe we’re halfway through the year already? 😲
Now’s the perfect time to pause and do a quick financial pulse check:

✅ Are you on track with your savings goals?
✅ Is your spending aligned with your values?
✅ Any life changes that call for a strategy refresh?

A mid-year review isn’t about perfection — it’s about progress. Let’s make sure your money is working *for* you, not the other way around.

Need a financial reset? Book a mid-year check-in — your future self will thank you!

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

June is Pride Month. Join us as we stand united in power, embracing the resilience we have always found as a community. Celebrate our diverse identities, uplift each other's voices, and continue to foster connections with allies, supporters, and each other. 🏳️‍🌈

Together, we will continue to pave the way for lasting change and visibility.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

💡 Tips to Maximize Your 529 Plan

1. Start Early: The earlier you start, the more time your money has to grow. Even small, regular contributions can add up over time.

2. Automate Contributions: Setting up automatic monthly contributions makes saving consistent and effortless.

3. Involve Family and Friends: Instead of traditional gifts, loved ones can contribute to your child's 529 plan, making birthdays and holidays even more meaningful.

4. Review Annually: Life changes, and so should your savings plan. Make it a habit to review your 529 plan annually to ensure it aligns with your goals.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Honoring the brave souls who gave everything for our freedom. This Memorial Day, we remember their sacrifice and hold their legacy in our hearts.