Beau Jacobson, CPA

Beau Jacobson, CPA Helping You define, build and enjoy a prosperous life.

I can guide you through major milestones like sending the kids off to college.
05/14/2025

I can guide you through major milestones like sending the kids off to college.

Learn how student loans work and the ins and outs of paying them back. That way, your student can manage the debt effectively.

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and ...
05/07/2025

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and other long-term goals.

If you’re a member of Gen Z, these simple steps can get you on the path to a strong retirement.

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for oppo...
04/23/2025

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for opportunities to save and be ready for retirement when it comes.

See how your goal for retirement savings stacks up—and what you can do to maximize your savings.

These moments can help your kids build a solid foundation around money.
04/09/2025

These moments can help your kids build a solid foundation around money.

Learning the ins and outs of money is part of growing up. Here are a few childhood milestones you can use to teach your kids core financial literacy skills.

With the right strategy, you’ll be able to enjoy your money and not have to worry. I can help with that.
04/03/2025

With the right strategy, you’ll be able to enjoy your money and not have to worry. I can help with that.

Navigating your retirement can be tricky. Having a strategy in place can help you avoid falling for some common pitfalls.

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.
03/26/2025

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.

Certain government workers and others who have had benefits reduced will have more money coming their way.

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are ...
03/19/2025

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are some steps you can take.

One of the best ways to feel better about your money is to create a personalized financial plan. These steps can help you get started.

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportuni...
03/12/2025

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

This checklist can help you get ready financially so you can focus on baby smiles.
03/05/2025

This checklist can help you get ready financially so you can focus on baby smiles.

You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities...
02/26/2025

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.

When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big differen...
02/19/2025

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

Taking the time to discuss what you both want can help ensure you’re on the same page.
02/12/2025

Taking the time to discuss what you both want can help ensure you’re on the same page.

You deserve to enjoy the retirement of your dreams with your significant other. Here are five discussions you should have to make sure you’re on the same page about how to make that happen.

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Fort Worth, TX
76102

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+19729802009

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