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Jacobi Capital Management Blog

Time to Start Saving for College

Time to Start Saving for College

It’s back to school time and we are one year closer to your children starting college! Are you worried about funding their education? Nervous it may be taking funds away from your retirement savings? The good news is that there are many ways to pay for college so you...

Pursue Your Financial Independence

Too often we put our passions to the side, instead focusing on work so we can earn enough to pay off our debt and taxes. However, a recent trend, known as the FIRE Method (Financial Independence Retire Early), has been catching on. These extreme savers live...

After the Diploma: Student Loan Debt

Congratulations! College graduation is a huge accomplishment! It marks the beginning of the next chapter of your life. As you prepare to enter the “real world” you will begin to face many changes in your social life, work life, and financial life that may seem scary...

Hirthler Named Barron’s Top 1200 in 2019

Hirthler Named Barron’s Top 1200 in 2019

Michael Hirthler, Chief Investment Officer, was recently recognized among the Top 1,200 Financial Advisors in America by Barron’s. The investment publication’s annual list highlights esteemed financial advisors who were assessed on varying factors contributing to the...

Inspired Financial Planning

Financial planners discover the beauty and intricacies of money. Our field is one that pushes the scope of the financial marketplace with multidisciplinary tactics and human spark. Financial planning, though is more than money, it is the gateway for helping people...

Required Minimum Distributions

The year-end deadline for taking RMDs from your retirement planning accounts is getting closer. Do you know whether or not you’ve taken your RMD this year? Are you confused about what, exactly, an RMD is, and why they’re necessary? Let’s go over what you need to know...