The Mission of Jacobs Financial, a family-owned financial services firm, is to serve individuals, families, business owners, and professionals like our own, providing financial strategies to meet their lifetime financial goals. By operating with professional integrity and ideals of service, we establish strong relationships with clients while building a legacy of sound financial practice, together.
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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

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ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

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May 23, 2012 @ 05:55 AM

Dow Jones Industrials 12,502.81- 1.67
Dow Jones Transportation 5,007.96+ 4.85
Dow Jones Utilities 467.90+ 2.26
Nasdaq Composite 2,839.08- 8.13
Nasdaq 100 2,539.20- 6.23
S&P 500 1,316.63+ 0.64
S&P 100 600+ 0.16
S&P Mid-Cap 400 927.48+ 1.85
NYSE Composite 7,542.58- 0.40
AMEX Composite 2,223.35- 16.74
10 Year Treasury Note 1.79+ 0.06
Wilshire 5000 13,754.31- 0.28
PHLX Semiconductor Index 370.98- 2.87

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