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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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.