When it comes to your retirement, what does the picture look like? Is it full of vacations, or maybe legacy inheritance for your family? If you aren’t properly prepared, pitfalls may loom that could put a big dent in your retirement nest egg. That is something Tom Jacobs, Founder and CEO of Jacobs Financial Services, wants to help people avoid.
Right now, Jacobs is running a Retirethon through the end of the year. He hopes to talk to as many people as he can to give them a snapshot of what their retirement looks like, and how it may possibly look better.
“You’ll know exactly where you are. What income you have. How your money is going to be taxed when you take it out from your different types of accounts. It’s really a great planning tool that we would like to do for you,” said Jacobs. It’s a starting point to put together a full plan as you move forward.
When it comes to the most important thing in retirement, Jacobs gave this advice saying, “When I’m picturing my retirement it’s all about income. It’s not about how big of a nest egg I’ve accumulated. It’s how much money can I spend every month, knowing for sure that I’m never, no matter what, going to run out of money.”
The number you can call to get a snapshot of your retirement during their Retireathon is 248-250-9003, or you can click here.
To hear more about Jacobs' personal story on why it’s his mission to help others with retirement, click the video player above.
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.