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
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you find it hard to attain personal life goals, there’s an app for that!
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.