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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Building wealth requires protection from the forces of wealth destruction.
Even if you’re young and single, you should still consider protecting yourself.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.