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...
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...
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...
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...
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...
