Jacobi Capital Management Blog
2020 CARES Act FAQs for Retirement Planning
In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...
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2020 CARES Act: FAQs for Individuals
In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...
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Government Waived Federal Student Loan Interest: Here’s What It Means for You
The current state of emergency throughout the country has led to many new initiatives for economic support in a short period of time. For those who may be unexpectedly out of work, student loan payments can seem overwhelming. Thankfully, the government has passed...
read moreHello from Team Jacobi
To Our Friends, We are writing to you during uncertain times as we endure the safety precautions of the novel coronavirus and the simultaneous impact on the global financial markets. First and foremost, we are thinking about the health and well being of all of you, as...
read moreOur Response to COVID-19
We want to share information about the steps we've taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us...
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What’s the Deal with Trusts: Special Needs Trusts
In my next few blogs I will discuss Special Needs Trust (SNT), also referred to as a Supplemental Needs Trust, which I believe are often underutilized and misunderstood. Let’s begin with a simple definition of a Special Needs Trust: A SNT is a trust that aims to...
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Millennial Money Matters: When to Jump Ship
For many, the end of the year marked another annual review at work. For some, that review may have been upsetting – were you passed over for a promotion? Does your raise (or lack of) seem pathetic? Do your long hours at the office and hard work seem overlooked? ...
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What’s the Deal with Trusts? Benefits of a Revocable Living Trust
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 alive. He or...
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Millennial Money Matters: An Introduction
If it feels like everyone took secret classes on how to manage and save money – you’re not alone. The focus of this series is to help answer the questions you may be too afraid to ask so you can make smarter decisions about how to spend, save, invest, avoid tax...
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Resolve to Save
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 into your...
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