Our goal at Jacobson Wealth Management is to bring prosperity and financial independence to the lives of our clients, our associates, and their families through high quality comprehensive financial planning and wealth management services. We strive to accomplish our goal by constantly upgrading our knowledge and skills, maintaining the highest professional standards and associating with top subject matter experts in complementary professions.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Rightsizing for Retirement
What does your home really cost?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Healthy habits are one of the greatest gifts to give your child.
These food myths will really put a drain on your wallet.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tips on insuring your teen driver.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
There are things you can do to keep yourself safe when you lose your wallet.