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Friday, July 20, 2018

I think about all the times in my life when I thought I knew more than those who'd come before me -- be it my parents, coaches and managers. As I have matured, I’ve come to appreciate the wisdom I’ve gained from others --...

 

Thursday, July 5, 2018

When it rains it pours. You’ve heard the expression. Growing up, I heard my family say this time and again -- mostly when we found ourselves in some sort of financial pickle. Whether it be the dog getting sick, the car breaking...

 

Wednesday, May 23, 2018

Many of you know I served as a teacher, college counselor, and director of alumni prior to becoming a financial advisor. Deciding to become an educator was an easy decision for me. Simply put, I wanted to help students like me. There was...

 

Friday, April 6, 2018

Are you on track for retirement? Statistically speaking, not likely. Today, most Americans have less than $1,000 saved for retirement and 50% have nothing saved (Economic Policy Institute, 2016). There are several reasons we...

 

Tuesday, February 20, 2018

My values drive my decisions We all value different things and therefore will choose to spend our money accordingly. I am a true believer that you can have anything you want in this world -- fine dining, high-tech gadgets, annual...

 

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Tuesday, November 21, 2017

I love when my clients ask me this question because it tells me that they’re taking more control of their finances! There are no real shortcuts to debt payoff, but you can definitely take an approach that will help you expedite...

 

Tuesday, September 19, 2017

Serving as a teacher in Houston has been one of my greatest honors. I became a teacher because I wanted to wake up every day knowing that my work mattered -- I wanted to be an example to my students and their families while having the...

 

Thursday, September 7, 2017

Dearborn & Creggs Investment 77 Sugar Creek Center Blvd # 590 Sugar Land, TX 77478 Dear Mr. Jacobson, Words can’t begin to convey the gratitude that the Houston Area Alliance of Black School Educators (HAABSE) feels for you. You...

 

Tuesday, August 15, 2017

This is one of the top questions I get from my clients. And I get it, we’re grown! I went through the home buying process myself not too long ago. When I ask why people are interested in buying a home, they often say something...

 

Monday, August 7, 2017

Retirement planning may not be for the faint of heart, Particularly for public school staff and teachers Referred to me by a client, Maria, called with an edge of panic in her voice. "I think I messed up. Until recently, my retirement...

 

Tuesday, May 2, 2017

We all grow a little wiser each year. In a recent post, I wrote about how I learned some of my greatest lessons in life from my childhood experiences. Good or bad, experience teaches us -- think about the first time you burned your...

 

Monday, April 10, 2017

You've heard it before (adulting) and if you're a part of my generation, it's likely about to or already has hit you like a brick wall. Not everybody needs life insurance but chances are, you do. Nothing can prepare you for the loss of...