Becky Jackson

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC (75 Soledad Drive Monterey, CA 93940). I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Life Insurance

    How much Life Insurance do I need?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Savings Accumulation

    Estimate the future value of your current savings.

Newsletters

  • Interest Rates and the Economy

    Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

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