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Financial Planning

Our experienced team of professionals provides customized planning, solutions and expertise within investments, estate planning, insurance planning, tax planning, college planning and risk management.

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Jacobi Capital Management, LLC is a Registered Investment Adviser, and the exclusive provider of independent investment management services for Jacobi Wealth Advisors.

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Education

The financial markets are highly complex systems.  We believe clients are more patient and successful when they better understand the pitfalls and opportunities created by the markets. 

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Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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