
** Our office has moved. Please visit us at our new location:
6901 S Pierce Street, Suite 380
Littleton, CO 80128
At Jacks & Associates, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. Jacks & Associates is an independent financial services firm. Our Representatives are dedicated to helping clients plan for their financial future. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or preserving your estate, We can help you develop a plan to reach your goals and make wise decisions to help improve your financial situation. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.This web site will provide you additional resources, such as market performance data, educational articles and newsletters and calculators to help you assess your current and future needs.
For help with your financial management, or for more information, please contact us today. We look forward to working with you.
Newsletters
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?