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
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
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.
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.