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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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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

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.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

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

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Do You Need a Will?

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Invest in Exchange Traded Funds?

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

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