Bruce holds CLU® and ChFC® designations from The American College and CAP® designation from the Richard D. Irwin Graduate School.Learn More
Bruce is a 34 year veteran of the financial services industry. He is a Registered Representative of Securities America, Inc., and served on their advisory council.Learn More
We have a successful track record representing individuals, families, trusts, business owners and professionals, endowments, and pension plans.Learn More
W. B. JACKSON & ASSOCIATES
Welcome! Thank you for visiting our website. We are a branch office of Securities America, Inc., located in the New Town section of Williamsburg, Virginia. We understand that everyone is unique and faces different challenges with their finances. Our personalized service focuses on your needs, wants, and financial goals and objectives.
We take pride in the fact that we are one of the only firms that actively coordinates legal and tax planning with investment management and income distribution on an ongoing basis. We look forward to the opportunity to visit with you and discuss the services we provide.Contact Us
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A few strategies that may help you prepare for the cost of higher education.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It's important to understand the pros and cons when considering a prepaid debit card.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.