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
9 Facts About Social Security
There are things about Social Security that might surprise you.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tips to avoid checking in luggage on your next vacation.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Do you know where the idea of “retirement” comes from?
Even low inflation rates over an extended period of time can impact your finances in retirement.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.