Jacobi Capital Management Blog

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Piggy Bank - Blog

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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50.30.20 photo - Blog

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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sharon mccutcheon 8a5eJ1 mmQ unsplash - Blog

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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college fund - Blog

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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