Your Integrated Individual Approach
Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.