By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Jacob William Advisory, a registered investment advisor firm focused on helping individuals and families work towards creating clarity and understanding in their financial lives, announced today that wealth advisor Christina Snyder CFP®, ChFC®, RICP®, CISP™, AEP® has been promoted to partner.
Next in our Stakeholder Spotlight series is our Client Service Associate, Tia Ashley! Learn more about Tia here!
Next in our Stakeholder Spotlight series is our Chief Operating Officer, Denielle Green! Learn more about Denielle here!
Next in our Stakeholder Spotlight series is our Financial Associate Advisor, Nick West! Learn more about Nick here!
We’re kicking off our Stakeholder Spotlight series with our Client Relations Associate, Kayla Antoine! As our first point of contact at Jacob William Advisory, Kayla plays an integral role in maintaining our commitment to providing the highest level of service to our clients. Learn more abo …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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