Jacobi Capital Management

It’s been such a giving week at Jacobi! Thank you to Teddy from Mericle Commercial Real Estate Services for collecting all of the generous donations for Toys for Tots 2020! We will miss our lobby full of cheer!

The holidays may look a little different this year, but Team Jacobi is still in the giving spirit! We've collected more than 4 boxes filled with gifts for the annual Toys for Tots drive organized by Mericle Commercial Real Estate Services!

Don't forget to be like April and buy your tickets to the Northeast Sight Services No Show Awards Dinner!

Luckily yesterday stayed dry for Boys & Girls Clubs of Northeastern Pennsylvania annual golf tournament. Rob Rolland and Amy Lynott represented Team Jacobi on the course for such a great cause!

We always love to support a great cause!

We may not be able to visit classrooms in person with Junior Achievement for a while, but we are so excited to have Jeff participate in this virtual event!

We would like to congratulate Michael Hirthler, our firm’s founder, for being named to the Barron’s 2020 Top 1200 Financial Advisors list. This is the third year in a row that Michael has been recognized by Barron’s. Our team looks forward to our continued commitment to you, our clients. https://www.barrons.com/report/top-financial-advisors//2020

Have you heard about the changes to the PPP Loan Program? We've gathered everything you need to know about the new PPPFA that was passed last week: https://www.jacobicapital.com/wp-content/uploads/PPP-FA.pdf

Today (5/29) is nationally recognized as 529 Plan Day to highlight these tax-advantaged education savings accounts. We know education hasn't been traditional this year, but that doesn't mean saving for college should stop. For more information on 529 and other savings vehicles, check out the Jacobi Media Center!

During these unprecedented times, it's important to continue to give back to the community and those who are most in need.

Have you visited the Jacobi Media Center recently? We have more than 100 educational content pieces in our financial literacy library to help answer some of your financial planning questions. There's also a new section dedicated to COVID-19 related information that will be updated as legislation changes are approved. Check out the Jacobi Media Center today at https://www.jacobicapital.com/client-e/jacobi-media-center/!

Jacobi Capital is proud to sponsor King's College, Pennsylvania and Wilkes University for the Barron's in Education program. Barron's is running virtual financial literacy programs through live webinars for all of its participating schools!

Were you able to catch our Founder's conversation with studio BE? Watch the full hour below for some words of encouragement during this uncertain time.

There are many nonprofits that still need help. Jacobi Capital is proud to sponsor Wyoming Valley Children's Association (WVCA) online auction during these uncertain times.

There have been a lot of legislative changes in 2020 in regards to your retirement and cash flow planning. We've been updating our Media Center at https://www.jacobicapital.com/client-e/jacobi-media-center/ to keep you informed and help you stay on top of these changes. Give us a call if you have any questions on how these laws affect your situation.

Looking for your stimulus check? You can now check the status of your payment on the IRS's website: https://www.irs.gov/coronavirus/get-my-payment

Confused about the changes to retirement plan distributions and RMDs? We rounded up some FAQs on how the CARES Act affects retirement planning in our latest blog post. https://www.jacobicapital.com/2020-cares-act-faqs-for-reti/