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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
When you’re married and have children, insurance needs will be different.
Knowing the rules may help you decide when to start benefits.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Healthy habits are one of the greatest gifts to give your child.
When considering life insurance, it's important to understand your options.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment 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.
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.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.