(570)-826-1801 info@jacobicapital.com
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...
What’s the Deal with Trusts: Various Categories of Trusts

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...

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...