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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Ascertaining the value of your business is important for a variety of reasons.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.