Jacobi Capital Management Blog
Budgeting 101: How it feels like the Holidays can ruin your budget…
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. For example,...
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#Giving Tuesday: How to get creative with RMDs and give during the Holidays
Thanksgiving has passed and we are approaching the holiday season. While the New Year is just around the corner, we can take this time to reflect on the year that is wrapping up and prepare for the one that is ahead of us. The holiday season is a wonderful time to...
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What’s the Deal with Trusts: Various Categories of Trusts
In my first blog post, I touched upon the definition and origins of trusts. Remember how excited you were to learn about them and how you were going to impress everyone at your next cocktail party with your new-found knowledge? Of course you do! In my second post,...
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Budgeting 101 Series: Emergency Fund
Who has cash? It’s an emergency! When I was six years old my parents helped me open my first savings account. It was their way to teach me the value of saving- when I started to receive a weekly allowance. Rather than keep all my money in a piggy bank in my room,...
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What’s the Deal with Trusts, and Do I Need One?
As I set pen to paper (technically, fingers to keyboard) in writing this blog series, I can’t help but think how excited every reader will be to learn more about the fascinating world of trusts. I think you’ll find this as exciting as watching paint dry, or dare I...
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Budgeting 101 Series: 50/30/20 Rule
Disclosure: I might have a slight shoe shopping problem! It isn’t like I’m ordering tons of shoes online and then forgetting or even choosing not to return them out of laziness. I go in search of specific shoes to round out my closet. I make time to drive somewhere...
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Online banking, a tool to enhance or sabotage your financial wellbeing?
In 2019, there are apps for everything, including online banking. While the ability to have access to your checking and savings accounts at the touch of your fingertips is a great resource, there can also be an element of self-sabotage that can come about from having...
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Budgeting 101 Series: Meet Robin
Hi, my name is Robin MacKellar. I recently joined the Jacobi team as the Communications Associate in September. I spent my summer reading books by my parents’ pool and relaxing after having 16 years of experience in education, being a full-time student. I was riding...
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Teaching Your College-Age Child About Money
When your child first started school, you packed lunch and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps...
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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...
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