As the years go by, safeguarding your retirement savings becomes increasingly crucial. Tom Jacobs, the Founder and CEO of Jacobs Financial Services, recently appeared on “Live In The D” to discuss proactive ways to protect your nest egg.
Jacobs introduced a simple yet effective tool - a 10-question quiz designed to assess your retirement readiness. “The quiz is a reality check,” Jacobs explained. “It’ll show us exactly where we are, where our money is positioned, how it’s going to be taxed. It’s a great tool. It’s a great resource. It’s quick, it’s easy, and it’s free.”
With market volatility a constant concern, Jacobs advises repositioning assets to ensure that your principal remains safe. Interested individuals can take the quiz at jacobsfs.com.
Disclaimer: The information provided is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Financial instruments involve risk. Actual customer results may vary. Subject to full terms and conditions available at: jacobsfs.com