Understanding Today’s Financial Environment
Welcome, I’m Robert E. Jacob, CMA, a financial professional in Southgate, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (734) 284-8833.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Even if you’re young and single, you should still consider protecting yourself.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?