Joseph Jacques, Author at Jacques Financial

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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Financial Planning

2025-02-11

What’s Your Relationship with Your Finances?

An often-overlooked relationship is the one we have with our finances. As we celebrate the…

Joseph Jacques

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Financial Planning

2025-01-17

Start 2025 Strong with These 5 Financial Wellness Tips!

The new year is here, which means a fresh start to be the best, healthiest…

Joseph Jacques

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Financial Planning

2024-12-18

Setting Financial Goals for the New Year

It’s that time of year again—the time when many people set ambitious goals but struggle…

Joseph Jacques

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Tax Planning

2024-11-19

10 Considerations for Year-End Tax Planning

As 2024 draws to a close, it’s an ideal time to evaluate your financial strategies…

Joseph Jacques

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Estate Planning Financial Planning

2024-10-21

Estate Planning Awareness Month: Prepare for Your Family’s Future

October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance…

Joseph Jacques

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Life Insurance

2024-09-18

Understanding Life Insurance: 7 Things You Should Know

Life insurance is an important part of a comprehensive financial plan. Here are 7 things…

Joseph Jacques

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Financial Planning

2024-08-16

Ways to Save for College Costs

It’s back to school season—a perfect time to think about your children’s future. Parents and…

Joseph Jacques

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© 2025 Jacques Financial.
Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC. Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC. Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.