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Videos

Our videos quickly cover topics that pertain to you and give you the power to make educated financial decisions. From everlasting financial principles to news and freshly developed strategies, Jacques Financial keeps you informed and educated regarding your financial position. Watch all of our videos below!

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Decumulation vs. Accumulation 3:30

Retirement planning comes in two distinct stages. Here’s how planning for both can change your retirement!

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What is a Fixed Indexed Annuity? 3:49

A fixed indexed annuity can diversify your portfolio by adding an asset class that protects principal.

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How RMDs Work 4:07

Required Minimum Distributions, or RMDs, must be withdrawn from your tax-deferred accounts starting at age 72. Here is everything you need to know about them!

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You can reach any of our Jacques Financial team members by calling (301) 738-1303, or request a meeting with us.

News and Information

Our blog content is the perfect chance to give you relevant, referenceable information whenever you might need it. We believe that all of our clients deserve the latest when it comes to financial news and updates, and we aim to help you gain a better understanding of your circumstances. Read all of our blog posts below!

Whitepapers

We believe that properly educating our clients means making the information engaging and easy to absorb. Our whitepapers use visuals and short notes to help you understand strategies we implement as well as general financial principles. View all of our whitepapers below!

10 Things You Must Know About Social Security

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Social Security will be one of your major sources of income in retirement. Here are 10 things you need to know about your benefit and how to maximize it!

Roth Conversions

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Roth conversions can be a beneficial tax strategy in retirement, turning your tax-deferred funds into tax-free funds. Here is how you can get tax-free growth from your 401(k) and traditional IRA!

12 Retirement Risks

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Retirement comes with many risks, most of which make it even more likely that you’ll outlive your funds. Here are the types of risk you need to look out for, as well as some ways to mitigate them!

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Ready for the Next Steps? Let’s Talk

You can reach any of our team members by calling (301) 738-1303, or you can request a meeting with us.