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Wills & Estates
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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
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are four very good reasons to start investing. Do you know what they are?
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Here's a breakdown of how the federal government spends your tax money.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.