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 32 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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Good employee health can be great for the company’s bottom line.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The true cost of raising a child may be far more than you expect.
This worksheet can help you estimate the costs of a four-year college program.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Real Estate Investment Trusts right for your portfolio?