Jackson Sams Wealth Strategies

Helping women secure their financial futur es so they can sleep well at nig ht Securities offered through Securities America, In c., a Registered Broker/Dealer, Member FINRA (www.finra.org)/SI PC (www.sipc.org).

Advisory services offered through Securities Ameri ca Advisors, Inc., a SEC Registered Investme nt Advisory Firm, Pamela Sams, Investment Advis or Representative. Jackson Sams Wealth Strategies a nd the Securities America companies are separa te entities. This site is published f or residents of the United States a nd is for informational purposes only a nd does not constitute an offer to se ll or a solici

Operating as usual

Problems with Probate 03/18/2022

Problems with Probate

Many have heard they should avo id probate; do you understand what proba te is and how it works?

Problems with Probate Probate can be a completely publ ic process, or it can be manag ed to include as little information as possib le.

03/17/2022

Concerned about market volatility? Schedule yo ur complimentary portfolio review today. @jacksonsamsweal th

03/17/2022

If you find that Pot of Go ld at the end of the rainb ow, don’t forget to call your financi al advisor ☺️

03/17/2022

If you find that Pot of Go ld at the end of the rainb ow, don’t forget to call your financi al advisor ☺️ @jacksonsamswealth

Insuring Your Business With a Buy/Se ll Agreement 03/16/2022

Insuring Your Business With a Buy/Se ll Agreement

There are ways to protect yo ur business in the event of yo ur death or the death of a partn er.

Insuring Your Business With a Buy/Se ll Agreement It may help your business be bett er prepared in the event of t he death of a principal or k ey employee.

Comparing Investments 03/14/2022

Comparing Investments

Compare your taxable investment to a tax-exem pt one. Are you surprised by t he results?

Comparing Investments This calculator compares the net ga in of a taxable investment versus a tax-favor ed one.

03/12/2022

Make sure to pour yourself an ext ra cup of coffee tomorrow as we spri ng forward an hour!

Medicare vs. Medicaid 03/11/2022

Medicare vs. Medicaid

Medicare and Medicaid are two ter ms that seem interchangeable, but aren’t. Lea rn more here:

Medicare vs. Medicaid The terms Medicare and Medicaid sou nd similar but are two very differe nt things. Learn the differences in th is informative article.

Tax Freedom Day 03/09/2022

Tax Freedom Day

Tax freedom day: the day y ou begin earning money for yourself.

Tax Freedom Day Assess how many days you'll wo rk to pay your federal tax liabili ty.

03/09/2022

It starts with a plan. @jacksonsamsweal th
.
.

03/08/2022

Happy International Women’s Day!

Four Steps to Valuing an Esta te 03/07/2022

Four Steps to Valuing an Esta te

There are four basic steps to calculati ng the value of an estate.

Four Steps to Valuing an Esta te Determining the value of your esta te, or for someone who has pass ed away, can be a complex undertaki ng.

Remarrying? Here are financial considerations to ke ep in mind before saying ‘I d o’ 03/07/2022

Remarrying? Here are financial considerations to ke ep in mind before saying ‘I d o’

Remarrying? Here are financial considerations to ke ep in mind before saying ‘I d o’ When it comes to remarriage, adviso rs recommend engaged couples look at the ir financial pasts, presents and futures befo re tying the knot again.

03/07/2022

A keynote speaker at this eve nt.

03/07/2022

Only 20 percent of retirement-age America ns passed a basic quiz on h ow to make their nest eggs la st throughout retirement, with an average sco re of 42 percent. Do you kn ow how much you need? www.jacksonsams.com @jacksonsamsweal th

Protecting Your Business from the Lo ss of a Key Person 03/04/2022

Protecting Your Business from the Lo ss of a Key Person

For a small business, the lo ss of a key person could cau se financial hardship.

Protecting Your Business from the Lo ss of a Key Person Business owners may be able to prote ct themselves from the financial consequences of losi ng a key employee.

03/04/2022

Grateful for my hard working employe es. I appreciate all you do to suppo rt my practice. @jacksonsamswealth

03/04/2022

Prioritizing your goals and planning f or your future. Schedule your complimentary sessi on to discuss your financial goals. We a re here to help! @jacksonsamswealth

03/04/2022

Prioritizing your goals and planning f or your future. Schedule your complimentary sessi on to discuss your goals. We a re here to help! @jacksonsamswealth

Social Media: #NewestBusinessLiabilityRisk 03/02/2022

Social Media: #NewestBusinessLiabilityRisk

may be important in growi ng your company, but it may introdu ce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a mode rn imperative for businesses looking to gr ow and build their brand, but it al so introduces risk.

03/01/2022

Hello March! Lots going on th is month. Love educating and empowering wom en with their finances. @jacksonsamsweal th

03/01/2022

Celebrate @jacksonsamswealth

Estate Management 101 02/28/2022

Estate Management 101

A will may be only o ne of the documents you need—and o ne of the factors you should consider—wh en it comes to managing your esta te.

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

02/28/2022

During these volatile times, it hel ps to have a financial advisor to ca lm the nerves. As a Behavioral Financi al Advisor, I help clients make financi al decisions using a rational, values-based approa ch in the face of challenging emotio ns. Contact us to schedule a complimenta ry consultation. @jacksonsamswealth

Did you panic sell during th is week's market volatility? Here’s when to g et back into the stock market 02/28/2022

Did you panic sell during th is week's market volatility? Here’s when to g et back into the stock market

Did you panic sell during th is week's market volatility? Here’s when to g et back into the stock market You're not alone if you pan ic sold during this week's stock mark et volatility and you're feeling regret. Here 's when to get back in, exper ts say.

02/26/2022

Have you heard? Our friends at @AmericaSav es will send you resources, information, a nd nudges that help you stay on tra ck with your savings goals. Consider th em your savings accountability partner! Just te xt AMERICASAVESTEXT to 70878 to sign up! @jacksonsamswealth

02/25/2022

What better way to strengthen yo ur family’s bond than to ? Let ’s make saving a family tradition by setti ng a yearly goal and making a pl an to reach it. It all star ts with a conversation! ,
@jacksonsamsweal th

02/24/2022

It’s America Saves Week and today ’s focus is ! Want some qui ck tips to help you pay do wn your debt faster? Check out th is YouTube playlist from @AmericaSaves: https://bit.ly/34fKPh1 @jacksonsamsweal th

The Other Sure Thing 02/23/2022

The Other Sure Thing

“The only things certain in li fe are death and taxes.” Benjamin Frankl in

The Other Sure Thing Though we don’t like to thi nk about it, all of us wi ll make an exit sometime. Are y ou prepared?

What Do Jalapeños Have To Do Wi th Your Financial Plan? 02/23/2022

What Do Jalapeños Have To Do Wi th Your Financial Plan?

What Do Jalapeños Have To Do Wi th Your Financial Plan? What do your spice tolerance a nd your risk tolerance have in comm on? They both are unique to ea ch of us.

02/23/2022

Today’s tip focuses on h ow to save for retirement. Remember to Sta rt Small, Think Big! Increasing your retireme nt contributions by one percent each ye ar can go a long way. , @AmericaSav es @jacksonsamswealth

What Does Your Love Language S ay About Your Finances? 02/22/2022

What Does Your Love Language S ay About Your Finances?

What Does Your Love Language S ay About Your Finances? Did you know that how y ou prefer to receive love can reve al a lot about how you vi ew your finances?

02/22/2022

It’s & today’s theme is ! Sometim es the unexpected is a fun OPPORTUNI TY, not a disaster. What are so me fun, positive things you’ve been ab le to take advantage of because y ou had an emergency fund?
@jacksonsamsweal th

02/21/2022

Tip: Split to Save! Dire ct a part of your paycheck to go direct ly into a savings account to . Y ou can do this through your HR de pt at work or by setting up an auto-transf er at your bank or credit uni on. , @AmericaSaves @jacksonsamswealth

What's The Easiest Way To Sa ve? Automatically | America Saves 02/21/2022

What's The Easiest Way To Sa ve? Automatically | America Saves

It’s ! Today we’re focused on t he easiest way to save. What is it? To ! Check out this bl og post to learn how to “s et it and forget it!”
http://bit.ly/3rcxHiS @AmericaSav es Jackson Sams Wealth Strategies

What's The Easiest Way To Sa ve? Automatically | America Saves The easiest and most effective w ay to save is automatically. Think abo ut it, this saving automatically is t he exact same way that millions of employe es save through 401(k) and other retireme nt programs at work. So, taking th at same concept— that you can “s et it and forget it” and adju st to mon...

Videos (show all)

Telephone

Address


2201 Cooperative Way, Ste 600
Herndon, VA
20171

Other Financial Consultants in Herndon (show all)
Jackson Consulting Group Jackson Consulting Group
13800 Coppermine Road
Herndon, 20171

ITVeterans ITVeterans
590 Herndon Parkway, Suite 350
Herndon, 20170

IT Veterans (ITV) was founded by two service-disabled veterans with a passion for supporting the mission.