info@jacobicapital.com | Jacobi Capital Management, LLC

What’s the Deal with Trusts? Benefits of a Revocable Living Trust

Feb 3, 2020 | Blog

In my previous blog a living trust was defined as a written document in which assets are placed in a trust for the benefit of an individual during his or her lifetime. Generally speaking, this type of trust is created for the grantor’s own benefit while...

Resolve to Save

Jan 6, 2020 | Blog

We all know that most New Year’s Resolutions don’t make it past February let alone an entire year (actually, how many of your resolutions are really going strong after just a week?). What if sticking to that plan of just saving an extra 1% of your salary...

A Different Kind of Holiday Ribbon

Dec 12, 2019 | Community Giving

Wednesday, Dec. 4, 2019: Jacobi team member, Jeffrey Clemente, helped unveil the new annex for the Wyoming Valley Catholic Youth Center. Clemente, the Chairman of the Board at the CYC, helped cut the ribbon to announce the new addition which will house infant-specific...

Jacobi Spreads Holiday Cheer!

Dec 9, 2019 | Community Giving

Friday, December 6th, 2019: Our Jacobi Capital Wilkes Barre office participated in the annual Toys for Tots drive. This year the Jacobi Team collected a record number of toys to distribute to local children in time for the holidays.

Budgeting 101: How it feels like the Holidays can ruin your budget…

Dec 5, 2019 | Blog

As the Holiday Season is now in full swing, this can be the most challenging time of the year for one’s budget. Of course, any of us would say that spending time and making memories with family and friends is priceless, unfortunately, in reality it isn’t....

What’s the Deal with Trusts? Benefits of a Revocable Living Trust

Resolve to Save

A Different Kind of Holiday Ribbon

Jacobi Spreads Holiday Cheer!

Budgeting 101: How it feels like the Holidays can ruin your budget…

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