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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
An inside look at how marginal income tax brackets work.
Here are six flags that may make your tax return prime for an IRS audit.
Couples may be able to head off many of the problems in a marriage that money can cause.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a crash course on saving for college.