Jackson Sams Wealth Strategies

Jackson Sams Wealth Strategies Helping women secure their financial futures so they can sleep well at night Please click on the link to our website for full disclosures.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth Strategies and the Securities America companies are separate entities. This site is publi

shed for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

06/15/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁 Swipe through to learn how you can give financial...
06/15/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/12/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

“If I retire at 62 with $1.2 million saved, how will I make sure the money lasts?” Often times people approach retiremen...
06/12/2026

“If I retire at 62 with $1.2 million saved, how will I make sure the money lasts?”

Often times people approach retirement without knowing if they are truly on track. Are you financially ready for your next chapter?

To help you gauge your retirement readiness, consider taking the retirement readiness quiz.

https://retirementassess.netlify.app

06/11/2026
Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/10/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Pride Month is a time to celebrate identity, community, and the freedom to live authentically.There's no single way to s...
06/09/2026

Pride Month is a time to celebrate identity, community, and the freedom to live authentically.

There's no single way to show support. For some, it means attending events or celebrating loudly. For others, it's learning, listening, supporting organizations, or creating spaces where people feel welcome every day.

However you choose to show up, Pride is about belonging — this month and always.

06/08/2026

FREE: Join us on June 16, 2026 at 6:30pm!

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
06/08/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Can group and private disability policies work together?
06/05/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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20130 Lakeview Center Plaza, Suite 400
Ashburn, VA
20147

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