When it comes to the holidays, everyone is hoping for gifts under the tree. This year, if you want something to help your future in retirement, there are four gifts that can help. Tom Jacobs, Founder and Owner of Jacobs Financial Services, appeared on “Live In The D” to explain.
First, Jacobs talked about the idea of a picture as a gift. His company can provide a one page snapshot of your retirement, where it stands now, and how it looks in the future. It’s a starting point to have a discussion of how Jacobs' team can help you with your retirement dreams.
Second, Jacobs talked about the gift of money. “One of the best ways to have money in retirement is not to lose what you have,” said Jacobs. His philosophy is that as you get older you should take less risk because you have less time to recover. So, he looks to move your money into situations where a crash in the stock market, or Uncle Sam, can’t hit your nest egg.
Third, Jacobs talked about the gift of a safe. When it comes to your money, keeping it safe is key and if you’re invested in the stock market, you face a big risk. “I believe in gravity and I’m telling you the market is going to tank. I don’t know what day. I don’t know how bad,” said Jacobs. But, with that in mind he said his company can give the gift of keeping your money safe from a staggering drop.
Fourth, Jacobs talked about his book. Everyone likes a book as a gift and he outlined what he shares in his book to help you with financial decisions.
To see more of what Jacobs had to say on “Live In The D”, click the video player above.
You can also click here to get in touch with Jacobs Financial Services or call 248-250-9003.
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.