Broker Check
The Golden Rule The Jacobi Method™ We focus on “Project You” Trust…  It must be earned...

Customized
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.

Learn More

Investment Management

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

Learn More

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. 

Learn More

Helpful Content

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Lowdown on Those Free Credit Scores

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

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow