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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
To choose a plan, it’s important to ask yourself four key questions.
It's important to understand the pros and cons when considering a prepaid debit card.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Read this overview to learn how financial advisors are compensated.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how to set up your financial goals for success? This knight does.