As a top ranked Barron's firm, we offer a wide range of financial, retirement and investment strategies.Learn More
For over 35 years, we have been advocating for individuals and families to help them navigate the complexities of tax policy and compliance.Learn More
Wills & Estates
The Jacques Law Office provides practical estate planning solutions to help realize your generational goals.Learn More
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.Contact Us
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Is your estate in order? This short quiz may help you assess your overall strategy.
There’s a link between debt and stress.
It's important to understand the pros and cons when considering a prepaid debit card.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
There are four very good reasons to start investing. Do you know what they are?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.