Lifestyle | Jacobs Financial

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

6 Smart Wealth-Building Money Habits to Start Early

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Legacy Planning in Retirement: Passing Down Financial Values

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

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Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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Surprises

Making the most of surprises is a great reason to work with us.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.