This is the time of year for gifting and giving, so it’s a good time to make sure you’re getting the gift of a good retirement. Much of your future after work depends on decisions you make as you near retirement age, or enter retirement age, and Tom Jacobs, founder and owner of Jacobs Financial Services, wants to help. He appeared on “Live In The D” to share what he’s offering to help people get situated before the end of the year.
“We have just started something that we’re calling Retireathon 2024. We are going to help as many families as possible retire in style between now and the end of the year,” said Jacobs. “So, even if you’re not retiring in early 2025. We’re going to put together your retirement plan for you.”
One “Grinch” you need to watch for when it comes to your retirement next egg is Uncle Sam. The government is going to tax those 401Ks which can be costly. Also, you need to be careful about having too much invested in the stock market because your account values will go up and down as the market fluctuates.
So, how much does it cost for Jacobs' assistance? “Zero. How’s that for a short answer? We do not charge any fees,” said Jacobs.
To learn why there are no fees, and to hear how you can get a free copy of Tom’s book, click the video player above.
You can learn more about Jacobs Financial Services by clicking here.
Disclaimer: The information provided is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Financial instruments involve risk. Actual customer results may vary. Subject to full terms and conditions available at: jacobsfs.com.