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Wills & Estates
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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
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Get ready to enjoy America’s national park system with this helpful article.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about what risk tolerance really means in this helpful and insightful video.
Doing your research is key before buying a vacation home.