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James B. Jackson - No One Loves Your Money Like You Do

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No One Loves Your Money Like You Do: summary, description and annotation

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Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionals

In No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness.

Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement.

Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.

James B. Jackson: author's other books


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Praise for Jim Jackson and No One Loves Your Money Like You Do

It is difficult to develop an investment method that shows promise. It then takes experience to believe what your method is telling you. Perhaps the most difficult task of all though is turning that analysis into money. In No One Loves Your Money Like You Do, Dr. Jackson delivers the whole package: a method; the conviction and the discipline it takes to achieve investment success in all kinds of markets.

Kelley Wright, Managing Editor, Investment Quality Trends and the author of Dividends Still Dont Lie

Jim Jacksons real-life work experience has given him the ability to understand the needs of working professionals and the financial demands that prevent them from securing their financial future. He has an uncommon ability to distill complex financial concepts into easy-to-understand pieces. No One Loves Your Money Like You Do will be a useful tool for anyone wishing to improve his or her understanding of investing.

Catherine Faddis, Managing Partner, Mason Capital Partners

As a client of Jims for 30 years, perhaps this book should be called No One Loves Your Money Like You DoExcept Dr. Jackson. Through his sincere willingness to teach, advise, and help, I have been able to exceed my financial and retirement goals. It is truly an honor to call Dr. Jackson a colleague, teacher, mentor, and friend.

Steven R. Hein, DDS, Fellow, Academy of General Dentistry

The first time my wife, Louise, and I heard Jim Jackson talk about financial and retirement goals was in 1987. He has been a trusted and reliable adviser ever since. His expertise in financial matters has allowed us to become financially secure in retirement and provides sound estate planning advice for the future. He has become a valued confidant, friend, and adviser.

Leonard E. Nixon, DDS

Over the past 25 years, I have trusted Jims financial advice. To his credit, I have accumulated more money than I ever thought possible. This book will be a valuable resource to anyone wanting to know his commonsense approach to investing.

Mark J. Connelly, DDS, Master, Academy of General Dentistry

One of the smartest investments I have ever made was in Jim Jacksons friendship over 30 years ago. I recognized in Jim a passion for teaching people how to make wise investment decisions. He has done this through lectures to large national audiences, through seminars with clients and friends, and through his publications. Jim is known for his honesty, integrity, and unceasing quest for knowledge. Jims unselfish approach in sharing knowledge and helping people succeed is incomparable. When it comes to putting his clients and friends interests ahead of his own, Jim walks the walk, while others merely talk the talk.

J. Gordon Wright, DDS, Master, Academy of General Dentistry

Jim Jackson and I have been professional friends going back to when he was a practicing pediatric dental colleague. Knowing his outstanding intelligence, brilliant mind, and his integrity, when he switched hats to join the investment world, my wife and I signed on. Jim brought us from the depths of naivet to a level of financial sophistication that has allowed us to be economically secure as we approach full retirement. At age 71, Im in a great position. Thanks to Jim, I can continue to see patients because I want tonot because I have to.

Edward J. Schreier, DDS, Diplomate, American Board of Pediatric Dentistry

Copyright 2015 by James B Jackson All rights reserved Except as permitted - photo 1

Copyright 2015 by James B. Jackson All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.

ISBN: 978-0-07-183939-6

MHID: 0-07-183939-9

The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-183936-5, MHID: 0-07-183936-4.

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that neither the author nor the publisher is engaged in rendering legal, accounting, securities trading, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

From a Declaration of Principles Jointly Adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations

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To my wife, Dee, who has heard me say Ive got to finish this book a bit too often. Thanks for your patience, understanding, and above all, for putting up with me.

Contents
Preface

Why did I write this book? In the late 1980s, I began making my transition from dentistry to financial planning. I had already written one book and coauthored another. But back then, I was principally a financial and retirement planning

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