Breaking Down the One Big Beautiful Bill Act
The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a…
Robert Jacobs2025-08-20
The Pursuit of Financial Freedom In Retirement
Financial freedom in retirement means more than just having enough money, it means having choices.…
Robert Jacobs2025-07-17
Annuities Don’t Have to be Confusing
In the past, annuities have been a topic avoided by many, but lately interest levels…
Robert Jacobs2025-06-20
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…
Robert Jacobs2025-05-15
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…
Robert Jacobs2025-04-16
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…
Robert Jacobs2025-03-24
What’s Your Relationship with Your Finances?
An often-overlooked relationship is the one we have with our finances. As we celebrate the…
Robert Jacobs2025-02-11
Start 2025 Strong with These 5 Financial Wellness Tips!
The new year is here, which means a fresh start to be the best, healthiest…
Robert Jacobs2025-01-16
Setting Financial Goals for the New Year
It’s that time of year again—the time when many people set ambitious goals but struggle…
Robert Jacobs2024-12-18
10 Considerations for Year-End Tax Planning
As 2024 draws to a close, it’s an ideal time to evaluate your financial strategies…
Robert Jacobs2024-11-19
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