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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Life insurance proceeds are generally tax-free. But not in all cases.
Tax preparation may be the perfect time to give the household budget a check-up.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When considering life insurance, it's important to understand your options.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Healthy habits are one of the greatest gifts to give your child.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.