Tom Jacobs of Jacobs Financial Services joined “Live In The D” host Tati Amare to discuss the launch of their Retirethon initiative which aims to prepare as many families as possible for retirement by the new year.
Jacobs says his team has created a one-page snapshot for clients who are typically 55 to 70 years old that are approaching retirement or may have already started their golden years.
The snapshot will show where your money is now and how the money will be taxed once you use it, sources of income, and more. This is a starting point to improve what you’re doing or prepare a new plan.
To learn more about Jacobs Financial Services, click here
For the full interview, watch the video above