New Perspective Financial

Tavon Jackson discusses the concept of financial date nights with your spouse. He explains the importance of having open and positive conversations about money and setting financial goals together. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

Tayvon Jackson discusses retirement from the government and provides insights on the ideal age and day to retire, as well as retiring with $500,000 or less. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

Tayvon Jackson explores the intersection of love and finance, specifically in the context of relationships and marriage. He expresses the importance of both partners being involved in financial planning is emphasized, as it ensures alignment with goals and prevents potential issues in the future. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial S...

Tayvon discusses important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income. He emphasizes the importance of planning and structuring Social Security benefits to supplement retirement income. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspe...

Tayvon Jackson discusses the tax strategy of qualified charitable distributions (QCDs) for individuals 70 ½  and older. He also explains the use of RMDs (required minimum distributions) from retirement accounts to fund life insurance policies.   Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnys...

Tayvon Jackson explains that when it comes time to retire, many people are caught off guard by various aspects of retirement. Some strategies that people often overlook include investing in retirement accounts, avoiding overspending during the first 10 years of retirement, and planning for healthcare and insurance costs. Reach out to Tayvon Jackson and schedule a complimentary consultation with Ne...

Tayvon Jackson discusses the changes in retirement plans for federal workers, comparing the old Civil Service Retirement System (CSRS) with the new Federal Employees Retirement System (FERS). Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

Tayvon Jackson explains Federal Employee Group Life Insurance (FEGLI), the different coverage options in retirement, and the benefits of having a permanent life insurance policy outside of FEGLI.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

Tayvon Jackson covers the basics of TSP (Thrift Savings Plan) and how federal employees can choose the best investment options. He explains the different TSP funds, their risks, and the importance of diversification. Tayvon also breaks down the impact of fund choices on wealth accumulation and provides guidance on setting up and diversifying TSP accounts. Reach out to Tayvon Jackson and schedule a...

Tayvon Jackson discusses the importance of properly managing inherited money and highlights the common mistake of putting the money in conservative accounts with low interest rates instead of investing it. Tayvon emphasizes the need for younger generations to invest in stocks and mutual funds for long-term growth.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Pers...

Tayvon has been helping clients retire successfully for years, and now he's breaking down his process on how he does it. See if the strategy could work out for you.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

You hear lots of advice telling you to save a certain amount of money for retirement. Tayvon Jackson explains the strategy he uses to help his clients retire successfully every day at New Perspective Financial Services.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for pr...

Taxes can be your biggest expense in retirement. Tayvon Jackson explains how he helps his clients create a tax strategy as they more into their new chapter.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

Tayvon Jackson explains how he helps his clients at New Perspective decide whether using a Qualified Charitable Deduction could help their future tax picture.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy information.

You have options when it comes to taking your Social Security. But which age will be best for you and how will taking it early affect your retirement? Tayvon Jackson explains how walks his clients through this imperative conversation. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com   See omnystudio.com...

It's not the most fun part of retirement, but it's essential you have a plan for long term care. Tayvon Jackson explains how he helps his clients come up with a plan to protect their families in the future.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting  newperspectivefs.com See omnystudio.com/listener for privacy informa...

Inflation has been an issue for some time now. Tayvon Jackson explains how he helps his clients plan for inflation in retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com See omnystudio.com/listener for privacy information.

What's the best age to put together your estate plan? Tayvon Jackson explains how he and his team walk their clients through the process to make sure their wishes are known.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com See omnystudio.com/listener for privacy information.

Money can be emotional. Tayvon Jackson explains how he helps his clients keep their emotions out of the equation when coming up with a retirement plan.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com See omnystudio.com/listener for privacy information.

When you really think about financial advisors, they're basically personal trainers for your money. Tayvon breaks down how he coaches his clients to be as financially fit as possible. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com See omnystudio.com/listener for privacy information.

You might have issues festering in your retirement plan that you aren't aware of quite yet. Tayvon Jackson explains how he finds those problems and helps his clients have a more efficient portfolio.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for pr...

If you take Social Security as soon as possible, what are some things to watch out for? Tayvon Jackson breaks downs the pros and cons of claiming your benefits early.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

The 60/40 portfolio has been up and down the last few years. Tayvon Jackson explains his thoughts on the split and how he's strategizing his clients' portfolios.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

A lot of people assume taxes are going to go up in the future. Tayvon Jackson explains how he's being proactive with his clients in case that happens.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

If you have a 401k, do you believe it's enough to cover your retirement? Tayvon Jackson explains why it might not be and how to integrate other strategies.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.