Jackson Sams Wealth Strategies

09/02/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

09/02/2026

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞

📚 As the back-to-school season approaches, approximately 54.1 million K-12 students and 5.7 million teachers are gearing up to head back to classrooms this fall. 📚

🍎 Teachers are the largest group among the nearly 10 million individuals employed in the country's elementary and secondary schools, which also include principals, school bus monitors, teaching assistants, and janitors. 🚌👩‍🏫



Information from the U.S. Census Bureau

09/01/2026

Research shows that 42% of households would face financial hardship within six months should a wage earner die unexpectedly. Even worse, 25% would suffer financially within a month. Protect those you love – learn about life insurance today!

08/31/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

08/28/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

08/26/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

08/25/2026

FAFSA season is coming, and October 1 is an important date to have on your calendar.

The FAFSA will use your 2025 tax return, so now is a good time to start thinking ahead.

And don’t assume your income automatically means there’s no reason to apply.

Even families who don’t expect to qualify for need-based aid could miss opportunities for merit scholarships, state aid, or school-based assistance if they skip the FAFSA.

College planning isn’t just about what you’ve saved. It’s also about understanding what resources may be available.

October will be here before you know it. Now is a good time to map it out.

08/24/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

08/24/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

08/21/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.