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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
An increasing number have been developed to help individuals with their personal finances.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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
With alternative investments, it’s critical to sort through the complexity.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.