Women Get Real: Karen Darby

Karen Darby Money can be many things to many different people. Each person you meet has a different expectation and point of view on the topic. If you look back at your life, I’m sure you can find a few stories that stick out and shaped your view and beliefs on...
2020 CARES Act FAQs for Retirement Planning

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...
2020 CARES Act FAQs for Retirement Planning

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...

Hello 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...

Our 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...