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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Do you know where the idea of “retirement” comes from?
Try these activities to keep your brain sharp.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?