As a top ranked Barron's firm, we offer a wide range of financial, retirement and investment strategies.Learn More
For over 40 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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding how a stock works is key to understanding your investments.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations?
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.