Jackson Sams Wealth Strategies

06/19/2025

Our freedoms remain vital. Wishing you a joyful Juneteenth!

06/18/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

06/16/2025

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

06/15/2025

Happy Father’s Day to the amazing dads, stepdads, granddads, and all father figures who embrace the adventure of fatherhood with open hearts and open arms.

Whether you're exploring the world through imaginative play, offering sage advice, or simply being there with love and support, your impact is immeasurable.

Here's to the explorers, guides, and heroes in our lives—thank you for making every day an adventure.

06/13/2025

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

06/11/2025

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

06/10/2025

It can be a challenge to put together money for a wedding. With
good budgeting and smart strategies, you can have a real day to remember.

06/09/2025

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

06/06/2025

Mid-Year Money Check-In

Can you believe we’re halfway through the year already? 😲
Now’s the perfect time to pause and do a quick financial pulse check:

✅ Are you on track with your savings goals?
✅ Is your spending aligned with your values?
✅ Any life changes that call for a strategy refresh?

A mid-year review isn’t about perfection — it’s about progress. Let’s make sure your money is working *for* you, not the other way around.

Need a financial reset? Book a mid-year check-in — your future self will thank you!

06/06/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

06/04/2025

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

06/02/2025

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.