Gregory J. Jacobs, Financial Consultant
Voya Financial Advisors
Your trusted financial consultant in Retirement Planning & Investments
Welcome to the Gregory J. Jacobs web site. I believe that good financial decisions don't have to be confusing. I can provide strategies that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail Holly Kozer at holly.kozer@voyafa.com or call 412.967.2608.
Thank you for visiting our site.
Newsletters
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.