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What the Retreat Gave Me, I'm Thinking About Grama, and I Have a Christmas Tree Question for You

What the Retreat Gave Me, I'm Thinking About Grama, and I Have a Christmas Tree Question for You

What's Inside: A mastermind retreat in Roswell, loving our people well when care gets real, two year-end deadlines, a new group to keep you accountable, and the tree question I’ve been pondering for a month

Jovan Jackson
Jovan Jackson
I've been appointed Treasurer of WBEC NY/DMV

I've been appointed Treasurer of WBEC NY/DMV

What ́s Inside: A Board Seat & a New Season, The October Conversations: Cancer & Long-Term Care, Financial Wellness Momentum, Fall Reset

Jovan Jackson
Jovan Jackson
Two Rooms, One Lesson: What I Brought Home From the AI Summit & Black Women Sell Live

Two Rooms, One Lesson: What I Brought Home From the AI Summit & Black Women Sell Live

What ́s Inside: Takeaways from a tech summit and a business mastermind, a Medicare video worth watching, and something worth slowing down for

Jovan Jackson
Jovan Jackson
Record 401(k) millionaires, Insurance Truths & The joy of doing less!

Record 401(k) millionaires, Insurance Truths & The joy of doing less!

What ́s Inside: Gratitude Story, The week's biggest money headlines, and why rest is a strategy

Jovan Jackson
Jovan Jackson
September Reset: School Wins, Insurance Truths, and Tax Moves That Matter ⭐

September Reset: School Wins, Insurance Truths, and Tax Moves That Matter ⭐

What ́s Inside: Personal Story, 2026 Tax Planning Considerations, Good Eats

Jovan Jackson
Jovan Jackson
Community, Change & Protecting What You’ve Built

Community, Change & Protecting What You’ve Built

What ́s Inside: Kudos! Ways to protect your savings, IRMAA

Jovan Jackson
Jovan Jackson
Are you participating in Nat'l Fin Awareness Day?

Are you participating in Nat'l Fin Awareness Day?

What ́s Inside: National Fin Awareness Day+My baby busting a move+Charity Success & More!

Jovan Jackson
Jovan Jackson
Mind Your future taxes: Traditional vs Roth IRA

Mind Your future taxes: Traditional vs Roth IRA

What ́s Inside: Webinar Tmrw 4 Questions That Determine Whether Your Retirement Plan Works... or Fails; We're Expanding! Take a Glow-cation!

Jovan Jackson
Jovan Jackson
IUL vs. 401(k): Which One Fits Your Goals?

IUL vs. 401(k): Which One Fits Your Goals?

What ́s Inside: Back by Popular Demand: 4 Questions That Determine Whether Your Retirement Plan Works... or Fails

Jovan Jackson
Jovan Jackson
Are You Paying More Taxes Than You Should?

Are You Paying More Taxes Than You Should?

What ́s Inside: TODAY Financial Wellness Webinar, Tax Secrets Explained, Safest Countries to Visit and More...

Jovan Jackson
Jovan Jackson
Is Inflation Destroying Your Retirement Plan?

Is Inflation Destroying Your Retirement Plan?

What ́s Inside: FAFSA Tips for Every Family, Upcoming Financial Wellness Webinar, Travel Tips & More...

Jovan Jackson
Jovan Jackson
How to Grow Your Wealth Without Big Risks

How to Grow Your Wealth Without Big Risks

What ́s Inside: Wellness Mixer Recap, How to Grow Your Wealth & Simple Summer Meals...

Jovan Jackson
Jovan Jackson
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