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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The History of Retirement
Do you know where the idea of “retirement” comes from?
At what point can you call a personal vehicle commercial?
Your credit score may influence how much you pay for auto and home insurance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When considering life insurance, it's important to understand your options.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The federal government requires deceased individuals to file a final income tax return.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are a few things to consider when buying or leasing your next vehicle.