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
Jacobi Capital Management, LLC is a Registered Investment Adviser, and the exclusive provider of independent investment management services for Jacobi Wealth Advisors.Learn More
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How Income Taxes Work
A quick look at how federal income taxes work.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
How long does a $20 bill last?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Healthy habits are one of the greatest gifts to give your child.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
When should you take your Social Security benefit?
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.