Joseph Jacques, Author at Jacques Financial

Retirement Planning

2025-12-18

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Required minimum distributions (RMDs) are not well understood, and we would like to clear up…

Joseph Jacques

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Long Term Care

2025-11-20

Is Long-Term Care Insurance Worth It?

There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need…

Joseph Jacques

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Medicare

Financial Planning

2025-10-17

How Medicare Works

In order to start to understand how Medicare works, it’s helpful to have a bit…

Joseph Jacques

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Life Insurance Awareness Month

Life Insurance

2025-09-25

What Life Insurance Can You Borrow From?

September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What…

Joseph Jacques

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Retirement Planning Tax Planning

2025-08-20

Breaking Down the One Big Beautiful Bill Act

The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a…

Joseph Jacques

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Financial Planning Retirement Planning

2025-07-17

The Pursuit of Financial Freedom In Retirement

Financial freedom in retirement means more than just having enough money, it means having choices.…

Joseph Jacques

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Retirement Planning

2025-06-20

Annuities Don’t Have to be Confusing

In the past, annuities have been a topic avoided by many, but lately interest levels…

Joseph Jacques

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Financial Planning Retirement Planning

2025-05-15

Will Your Nest Egg Withstand Inflation and Market Volatility?

It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that…

Joseph Jacques

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Retirement Planning

2025-04-16

It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?

April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy…

Joseph Jacques

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Medicare

2025-03-24

Do You Know the Connection Between Income and Medicare Costs?

As you near retirement you’re probably focused on making sure you have enough income to…

Joseph Jacques

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