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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Can you keep up with your children’s mobile slang?
Do your insurance needs stay the same when the nest empties?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Important items to consider when purchasing condo insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.