At Jacobs Financial we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

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 services, we establish strong relationships with clients while building a legacy of sound financial practice, together. >> Read More

Roth IRA Conversion

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

More Newsletters →

Market Watch

March 11, 2010 @ 03:25 AM

Dow Jones Industrials 10,567.33+ 2.95
Dow Jones Transportation 4,295.72+ 26.56
Dow Jones Utilities 377.45+ 1.04
Nasdaq Composite 2,358.95+ 18.27
Nasdaq 100 1,917.35+ 15.97
S&P 500 1,145.61+ 5.17
S&P 100 523.46+ 2.04
S&P Mid-Cap 400 778.80+ 6.21
S&P Small-Cap 600 357.79+ 2.31
Russell 2000 674.93+ 5.30
NYSE Composite 7,327.67+ 33.65
AMEX Composite 1,881.91- 20.77
10 Year Treasury Note 3.70-
Wilshire 5000 11,936.21+ 61.52
PHLX Semiconductor Index 358.04+ 7.57

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Jacobs Financial is independently owned and operated.

Jacobs Financial, Jacobs Executive Center
1407 33rd Street South , St. Cloud, MN, 56301 (320) 217-6006 / (866) 747-6006
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