** 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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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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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?