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
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Lifestyle considerations in creating your retirement portfolio.
Learn a little about worldwide currency in this fun infographic
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations? Here are three tips.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.