Kathy Jabour, CFP®
Welcome to my Web site. I believe that good financial decisions don't have to be confusing.
I've created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.
This site will not only introduce you to me and Money Smart Seminars, but it will also offer a wealth of educational materials - articles, newsletters, calculators and other tools designed to keep you up-to-date on financial issues, strategies and trends. This material is updated frequently.
I hope you take advantage of this resource and visit it often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information and I wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.